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.

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Discussion April 5, 2022: Philosophy – Health Care Ethics Classroom

Loyola University

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. Discussion involves implications for prenatal diagnoses and disability and the future of prenatal screening.

The Essential Elements of A Successful Special Needs Plan | April 20, 2022

New Trier High School 385 Winnetka Ave, Winnetka, IL

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, 2022 6:00 – 7:00 pm (Rescheduled from February 16th date) New Trier High School 385 Winnetka Ave Winnetka, IL 60093 EPI 301 Conference Room With...

The Eight Essential Elements of Special Needs Planning | Atlanta 2022

Omni Atlanta Hotel 100 CNN Center, Atlanta, GA

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

Discussion May 7, 2022: The inclusion of the special needs community in the workplace

Omni Atlanta Hotel 100 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

Oak Wealth Advisors Housing and Employment Networking Event

Online Event

Many families continue to struggle with locating housing and employment opportunities on behalf of their children with special needs.

Oak Wealth Advisors is pleased to offer a virtual forum for our families to network and expand their knowledge as it relates to these topics.

June 6, 2022, at 10:00am (CST)

Topic: 8 Essential Elements of a Special Needs Financial Plan | June 15, 2022

Wee Speech 8707 Skokie Boulevard, Lower Level, Skokie, IL

Worried about caring for your child throughout their lifetime? Wee Speech and ABS Behavioral Services are excited to present Mike Walther, the first Illinois financial planner admitted into the Academy of Special Needs Planners, NAPFA Special Needs MIX Group founder and leader. Former treasurer of National Association for Down Syndrome, Former Treasurer Northern Suburban Special Recreation Foundation, Advisory Board Member at the Frist Center for Autism and Innovation at Vanderbilt University

Topic: Essential Elements of a Successful Special Needs Plan | July 3, 2022

Renaissance Nashville Conference Center 611 Commerce St, Nashville, TN

Join Mike for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs "Essential Elements of a Successful Special Needs Plan" Sunday, July 3, 2022.

Cure CMD 2022 Scientific and Family Conference (June 30-July 3)
Renaissance Nashville Conference Center, Nashville, TN

Mike Walther to participate in SLN (Sibling Leadership Networks Podcast)

Online Event

Podcast Topic: Siblings and Finances
When: July 26th at 9:00am CST
What is SLN: The Sibling Leadership Networks mission is to provide siblings of individuals with disabilities the information, support, and tools to advocate with their brothers and sisters and to promote the issues important to them and their entire families.

Topic: 8 Essential Elements of a Special Needs Financial Plan | Oct 6, 2022

Von Steuben Metropolitan Science Center 5039 North Kimball Avenue, Chicago, IL

PLEASE NOTE: This event has been postponed. Please return back to learn new scheduled presentation date. Location: Von Steuben Metropolitan Science Center • 5039 North Kimball Avenue • Chicago, IL Worried about caring for your child throughout their lifetime? Mike Walther, president and managing member of Oak Wealth Advisors, will share the 8 Essential Elements of a Special...

Overview of Government Benefits | October 26, 2022

New Trier High School 385 Winnetka Ave, Winnetka, IL

Mike Walther will be presenting an overview of the major Government Benefit Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. Mike will field questions to ensure that attendees leave feeling equipped to address their own family’s unique planning needs. Date: Wednesday, October 26, 2022. Read for more details…