Join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an engaging and informative workshop that will help you create long-term plans for your loved one with special needs. Wednesday, April 17, 2019 6:30-8:00 pm Bernard Weinger JCC 300 Revere Drive Northbrook, IL 60062 This presentation will provide attendees with information to improve the...
Join Mike as he leads a presentation at the 2019 Academy of Special Needs Planners Annual Conference Thursday, May 2, 2019 9:00 am – 3:30 pm The Drake Hotel 140 E. Walton Place Chicago, IL 60611 REGISTER HERE
Mike’s panel will use case studies to highlight the best practices for using ABLE Accounts and offer advice to avoid mistakes Friday, May 3, 2019 10:45 am – 12:00 pm The Drake Hotel 140 E. Walton Place Chicago, IL 60611 Read Full Article HERE