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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1 presentation,
Online Event
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 |
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Please join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an informative workshop that focuses on understanding, evaluating and using ABLE Accounts and Special Needs Trusts. Read for more details… ...DETAILS HERE |
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Randi Gillespie will be speaking to a U of I introduction to Intellectual and Developmental Disability Class. The topic will focus on Down Syndrome. Discussion: Tuesday, January 31, 2023 |
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