847-945-8888
Serving Clients Nationwide

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

  1. Presentations
  2. Special Needs Planning

Views Navigation

Presentations Views Navigation

Today

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

Presentation March 10, 2022 : Supported Decision Makers and Alternatives to Guardianship

Online Event

Virtual On-Line presentation for the New Trier Transition Program, Winnetka, IL

Thursday, March 10, 2022 at 10:00am CDT

Join Mike Walther and Randi Gillespie of Oak Wealth Advisors as they discuss Supported Decision-Making.  Illinois newest planning technique, Supported Decision-Making promotes increased decision-making independence for our loved ones with special needs.

...DETAILS HERE