Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
Seven Essential Elements of a Special Needs Financial Plan October 5, 2021 With decades of personal and professional experience on the topics of special needs planning and financial planning, Mike...
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University of IL ASSIST Special Needs Trusts and ABLE Accounts Date: Sunday, November 22, 2021 Time: 6:00 – 8:00 pm Program is limited to families participating in the University of Illinois...
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Presentation at University of Illinois Urbana Champaign Randi Gillespie will be speaking to an Introduction to Intellectual and Developmental Disability Class, which is an Intro Course for Psychology Majors. Discussion...
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“The Essential Elements of a Successful Special Needs Plan” Presented by Ryan McGuire and Mike Walther Financial planning for a family with a loved one with special needs is one...
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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.
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Presentation at University of Illinois Urbana Champaign Randi Gillespie will be speaking to the Characteristics of a Disability Class, which is designed for students in the Special Education Department looking...
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Discussion at Loyola University Randi Gillespie will be speaking to a Philosophy/Health Care Ethics Classroom. The topic will be prenatal genetic diagnostics and genetic enhancements. ...DETAILS HERE
Special Needs Trusts and ABLE Accounts
Date: Sunday, April 4, 2022
Time: TBD
Discussion at Loyola University Randi Gillespie will be speaking to a Philosophy/Health Care Ethics Classroom. The topic will be prenatal genetic diagnostics and genetic enhancements. ...DETAILS HERE
Join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an engaging and informative workshop that will illustrate multiple strategies to improve the future for your loved one with special needs. Wednesday, April 20th,...
...DETAILS HERE
Join Mike as he leads a presentation at The National Association of Personal Financial Advisors Spring National Conference.
Discussion: The Eight Essential Elements of Special Needs Planning
When: May 4 – May 7, 2022
Event Location: The Omni Atlanta Hotel at CNN Center, Atlanta GA
Join Tony Schneider as he presents at the National Association of Personal Financial Advisors Spring National Conference
Discussion: Participates in a panel discussion focusing on The inclusion of the special needs community in the workplace.
When: May 7, 2022
Event Location: The Omni Atlanta Hotel at CNN Center, Atlanta, GA