Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
Mike Walther, president and managing member of Oak Wealth Advisors, will share the Special Needs Planning Essentials for Financial Advisors. January 13, 2023 @ 9:00AM Central/10:00AM Eastern @ NAPFA West Florida Study Group.
...DETAILS HERE
Mike Walther to discuss: ABLE Accounts - Understanding, Evaluating, and Using Them
Saturday Feb. 11th, 2023 @ 9:50 a.m.
Meritage Resort and Spa, Napa, CA
For Details:https://sntsymposium.com/snt-symposium-agenda-2023/
This session covers the fundamentals of ABLE, who qualifies, what benefits they receive, and what limitations are in the program. ...DETAILS HERE
An engaging and informative workshop that will help you with
Featuring speakers: Michael Walther and Kevin Urbatsch
Topic: Essential Elements of Special Needs and Incapacity Planning
Where: AICPA Engage Conference • Las Vegas, NV
When: June 8, 2023 9:30 – 10:45AM PST
Event website: https://www.aicpa-cimaengage.com
Ryan McGuire and Randi Gillespie will be discussing the Essential Elements of A Successful Special Needs Plan to University of Wisconsin Madison undergraduate and graduate students enrolled in the Financial Planning Capstone Class.
...DETAILS HERE
Mike Walther will be teaching the essential elements of a special needs financial plan to undergraduate and graduate students in the Financial Planning Capstone Class. This is a virtual on-line presentation.
...DETAILS HERE
Ryan McGuire and Randi Gillespie will be discussing the Essential Elements of A Successful Special Needs Plan to University of Wisconsin Madison undergraduate and graduate students enrolled in the Financial Planning Capstone Class.
...DETAILS HERE