Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 10 Planning Tips for families with loved ones with special needs.
...DETAILS HEREPlease join us for an informational hour with Founder and President of Oak Wealth Advisors, Mike Walther. This presentation will focus on planning and decision-making for individuals entering adulthood. ...DETAILS HERE
Mike Walther, Founder and President of Oak Wealth Advisors, will be presenting an overview of the major Government Benefits Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. ...DETAILS HERE
Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA® and founder of Oak Wealth Advisors as we discuss our curated list of Special Needs Financial Planning Tips. Drawn from our decades of experience navigating the special needs community with our clients and families, this presentation provides families with the most important strategies that they can implement to improve their success in planning for their loved one’s future.
...DETAILS HEREA presentation for A Sacred Trust - Please join us for an informational hour with Mike Walther who will focus on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision-Making. ...DETAILS HERE
Please join Mike Walther, Founder and President of Oak Wealth Advisors, for an informative workshop that focuses on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts. This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.
...DETAILS HEREPlease join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA® and founder of Oak Wealth Advisors. This presentation will focus on the key planning considerations for adults with disabilities and ways that family members can assist with the decision making.
Parents and guardians will learn about Guardianship, Powers of Attorney, and Supported Decision Making. ...DETAILS HERE
Please join us for a virtual informational hour with Mike Walther and Randi Gillespie This presentation will focus on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision- Making. ...DETAILS HERE
