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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.
Virtual Presentation for CCHI Members
Virtual On-line Presentation
Online Event
Mike Walther, Founder of Oak Wealth Advisors and Benji Rubin from Rubin Law, will co-present a discussion on Financing and Other Challenges for Owning Real Estate With A Loved One With Special Needs with Collaborative Community Housing Initiative (CCHI).
Postponed Essential Elements of a Special Needs Financial Plan
ARIA Resort Las Vegas Las VegasNOTE * THIS EVENT HAS BEEN POSTPONED Mike Walther will be speaking at the AICPA (American Institute of Certified Public Accountants) Conference to over 5,000 attendees… Advising families with members with special needs is one of the most satisfying yet most complicated services a financial provider can provide. To do so effectively, a financial planner...
Featured
Special Needs Planning Presentation | Jan 28, 2021
Virtual On-line Presentation
Online Event
Evaluating Guardianship and other Assisted Decision-Making Alternatives. The options for assisted decision-making for those with special needs can be confusing, costly, and overwhelming for parents and caregivers. Oak Wealth Advisors', Mike Walther, along with Nancy Spain, a special needs estate planning and guardianship attorney from Spain, Spain and Varnet with decades of experience, will help...
Featured
Virtual Special Needs Planning Presentation | Feb 18, 2021
Virtual On-line Presentation
Online Event
The Essential Elements of a Successful Special Needs Plan
With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors can help your family sleep better at night, have more fun in your lives and increase the amount of money that you have available. They do not sell insurance. They simplify the complex and provide strategies and actions that you can implement to improve your lives. Oak Wealth Advisors understands the challenges that your family is facing because they also have loved ones with special needs in their families.
Dr. T.A. Meridian McDonald’s Research Presentation
Virtual On-line Presentation
Online Event
Ground-Breaking Autism Theory.
Enlightening research that will be of interest to the Special Needs Community especially those with loved ones with Autism.
Dr. T.A. Meridian McDonald, Vanderbilt University Medical Center Research Instructor in Neurology, will present her newest research for the first time to the general public March 8, 2021, beginning 07:30 PM Central Time (US and Canada).