847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062

Below are scheduled upcoming speaking
engagements that you may be interested in attending.

Please note that you may need to pre-register to attend.
Loading Presentations

Past Presentations › Special Needs Planning

Presentations Search and Views Navigation

Presentations Views Navigation

Past Presentations › Special Needs Planning

Presentations List Navigation

Thursday, May 2, 2019

Financial Planning for Persons with Disabilities

May-2-2019-presentation-able-accounts

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 E. Walton Place Chicago, IL 60611

Find out more »
Thursday, May 2, 2019 @ 9:00 am - 3:30 pm
The Drake Hotel, 140 E. Walton Place
Chicago, IL 60611 United States

New Developments and Creative Strategies for ABLE Accounts

pen and documents about wealth management

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 The Drake Hotel 140 E. Walton Place Chicago, IL 60611

Find out more »
Friday, May 3, 2019 @ 10:30 am - 12:00 pm
The Drake Hotel, 140 E. Walton Place
Chicago, IL 60611 United States

Sunday, July 28, 2019

Special Needs Financial Planning | July 28, 2019

stronger-together-conference-OWA-presentation-700x300

Join Mike for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs Sunday, July 28, 2019 1:30 pm – 2:15 pm and 3:00 pm – 3:45 pm Renaissance Chicago Downtown Hotel 1 West Upper Wacker Drive Chicago, IL 60601

Find out more »
Sunday, July 28, 2019 @ 1:30 pm - 4:00 pm
Renaissance Chicago Downtown Hotel, 1 West Upper Wacker Drive
Chicago, IL 60601 United States

Thursday, August 15, 2019

Experts Presentation at Midwest RIA Summit | August 15, 2019

Presentation-Midwest-RIA-Summit-August-2019

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 200 East Randolph Drive 80th Floor, Chicago, IL 60601 Learn more here: https://www.riasummits.com/midwest

Find out more »
Thursday, August 15, 2019
The Mid-America Club, 200 East Randolph Drive, 80th flr.
Chicago, IL 60601 United States

Wednesday, September 11, 2019

Essential Elements of a Successful Special Needs Plan | Sept 11, 2019

NAMI-CCNS-Annual-Meeting-Oak-Wealth-Advisors-Presentation

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 Meeting Essential Elements of a Successful Special Needs Plan September 11, 2019 7:30-8:30pm Journey Care 2050 Claire Ct. Glenview, IL 60025 This presentation will provide attendees with information to improve the planning for their loved one with special needs, simplifying complex rules and highlighting the opportunities for the greatest impact.…

Find out more »
Wednesday, September 11, 2019 @ 7:30 pm - 8:00 pm
Journey Care, 2050 Claire Ct.
Glenview, IL 60025 United States

A Night with Special Needs Planning Experts – Sept 26, 2019

September-Experts-Town-Hall-Header-092019

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 town hall discussion covering one of the most challenging issues facing families with loved ones with disabilities – housing.  The night will include discussions covering the following housing topics: HOUSING FOR INDIVIDUALS Challenges and Realities Outcomes and Quality of Life One family’s story Options and Creative Approaches Dr. Meghan Burke,…

Find out more »
Thursday, September 26, 2019 @ 7:00 pm - 8:30 pm
Takiff Center Community Hall, 999 Green Bay Road
Glencoe, IL 60022 United States
+ Export Events