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 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....
...DETAILS HERE
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....
...DETAILS HERE
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...
...DETAILS 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...
...DETAILS HERE
Join Mike Walther and other experts as they explain how they have built practices that focus on helping clients with specific planning needs. Thursday, August 15, 2019 The Mid-America Club...
...DETAILS HERE
Join Mike Walther 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. NAMI- CCNS Annual...
...DETAILS HERE
A Night of Housing Tips with Special Needs Planning Experts Thursday, Sept 26, 2019 7:00 – 8:30 pm Takiff Center Community Hall 999 Green Bay Road, Glencoe IL 60022 A...
...DETAILS HERE
The Essential Elements of a Successful Special Needs Plan. With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors can...
...DETAILS HERE
Learn how you can protect the future of loved ones with special needs through Guardianship, Powers of Attorney, Trustees and Supported Decision Making.
...DETAILS HERE
Mike Walther will explain the essential elements of a successful special needs plan for families with members who have Down syndrome. The goal of the presentation is for families to sleep better, save money and have more fun. ...DETAILS HERE
Mike Walther, Founder of Oak Wealth Advisors and Benji Rubin from Rubin Law, will co-present a discussion on Financing and Other Challenges for Owning Real Estate With A Loved One With Special Needs with Collaborative Community Housing Initiative (CCHI).
...DETAILS HERE