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Northbrook Illinois | Madison Wisconsin Locations

Our Presentation Calendar

Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.

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Latest Past Presentations

Special Needs Trusts and ABLE Accounts | November 22, 2021

University of IL ASSIST Special Needs Trusts and ABLE Accounts Date: Sunday, November 22, 2021 Time: 6:00 – 8:00 pm Program is limited to families participating in the University of Illinois ASSIST program.

Seven Essential Elements of a Special Needs Financial Plan October 5, 2021

Virtual On-line Presentation

Seven Essential Elements of a Special Needs Financial Plan October 5, 2021 With decades of personal and professional experience on the topics of special needs planning and financial planning, Mike Walther of Oak Wealth Advisors will share specific planning strategies that can help your family sleep better at night, have more fun in your lives...