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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.

Special Needs Planning

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2020 National Down Syndrome Virtual Adult Summit | May 5, 2020

Virtual On-line Presentation

The Essential Elements of A Successful Special Needs Financial Plan

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

Virtual Presentation for CCHI Members

Virtual On-line Presentation
Online Event

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

Virtual Special Needs Planning Presentation | Feb 18, 2021

Virtual On-line Presentation
Online Event

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 help your family sleep better at night, have more fun in your lives and increase the amount of money that you have available. They do not sell insurance. ...DETAILS HERE