Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
Please join us for an informational hour with Founder and President of Oak Wealth Advisors, Mike Walther. Parents and guardians will receive an introduction to ABLE Accounts and Special Needs Trusts. ...DETAILS HERE
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
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 HEREPlease join us for a virtual informational hour with Mike Walther, Founder and President of Oak Wealth Advisors, as he 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
Ryan McGuire and Randi Gillespie will be discussing the Essential Elements of A Successful Special Needs Plan to University of Wisconsin Madison undergraduate and graduate students enrolled in the Financial Planning Capstone Class.
...DETAILS HEREPlease join us for a virtual informational hour with Mike Walther and Randi Gillespie This presentation will focus on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision- Making. ...DETAILS HERE
Please join us for an informational hour with Neil Mahoney, CFP, Senior Consultant and Director of Integration at Oak Wealth Advisors. Neil will be presenting an Overview of Government Benefits. ...DETAILS HERE
