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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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Today

It’s Okay To Laugh Book: In-Store Author Event

The Book Stall 811 Elm Street, Winnetka, IL, United States

Join us at The Book Stall on Tuesday, August 26 at 6:00 pm for a humorous discussion featuring Oak Wealth Advisors’ founder and president, Mike Walther, author of It's Okay to Laugh: Humorous Stories from the Disability Community. Through heartwarming, hilarious, and deeply human stories, this uplifting collection celebrates the joy, resilience, and unexpected comedy that families and individuals with disabilities experience every day. ...DETAILS HERE

Top-10-Special-Needs-Planning-Tips-TrueNorth-post-may-2024

Top 10 Special Needs Planning Recommendations | TrueNorth Sept 2025

Virtual On-line Presentation
Online Event

Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 10 Planning Recommendations for families with loved ones with special needs.

With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors understands the challenges that your family is facing. Join us for this informative presentation.

...DETAILS HERE
Planning-for-Adulthood-and-Continuity-of-Care-for-JCFS-December-18-2024-presentation-banner

Planning for Adulthood and Continuity of Care | Presentation for JCFS

Virtual On-line Presentation
Online Event

Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA® and founder of Oak Wealth Advisors. This presentation will focus on the key planning considerations for adults with disabilities and ways that family members can assist with the decision making.
Parents and guardians will learn about Guardianship, Powers of Attorney, and Supported Decision Making. ...DETAILS HERE

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Top 10 Special Needs Planning Recommendations | New Trier High School

New Trier High School 385 Winnetka Ave, Winnetka, IL, United States

Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 10 Planning Recommendations for families with loved ones with special needs for the New Trier High School group.

...DETAILS HERE
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Presentation on Government Benefits | for Giant Steps

Virtual On-line Presentation
Online Event

This presentation is beneficial for families with a loved one who is in high school or transitioning to adulthood. Please join us for an informational hour with Mike Walther focusing on government benefits. ...DETAILS HERE

An Overview of Government Benefits presentation for TrueNorth v2

An Overview of Government Benefits | TrueNorth

Virtual On-line Presentation
Online Event

Mike Walther, Founder and President of Oak Wealth Advisors, will be presenting an overview of the major Government Benefits Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. ...DETAILS HERE

Optimizing-the-Use-of-ABLE-Accounts-and-Special-Needs-Trusts

Optimizing the Use of ABLE Accounts and Special Needs Trusts | TrueNorth

Virtual On-line Presentation
Online Event

Please join Mike Walther, Founder and President of Oak Wealth Advisors, for an informative workshop that focuses on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts. This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

...DETAILS HERE