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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.

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Optimizing the Use of Special Needs Trusts and ABLE Accounts | January 25, 2023

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

Please join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an informative workshop that focuses on understanding, evaluating and using ABLE Accounts and Special Needs Trusts. Read for more details…

Special Needs Planning Symposium February 2023

Meritage Resort & Spa 875 Bordeaux Way, Napa, CA, United States

Mike Walther to discuss: ABLE Accounts - Understanding, Evaluating, and Using Them
Saturday Feb. 11th, 2023 @ 9:50 a.m.
Meritage Resort and Spa, Napa, CA
For Details:https://sntsymposium.com/snt-symposium-agenda-2023/
This session covers the fundamentals of ABLE, who qualifies, what benefits they receive, and what limitations are in the program. The speakers (Mike Walther) will then show how

Essential Elements of a Special Needs Financial Plan | February 23, 2023

Von Steuben Metropolitan Science Center 5039 North Kimball Avenue, Chicago, IL, United States
Online Event

Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop that will help you create a long-term plan for your loved one 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

Decision Making Options for Your Loved One with A Disability | March 15, 2023

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

Please join Mike Walther of Oak Wealth Advisors for an informative workshop that will focus on decision making strategies as they relate to housing and vocational opportunities for your loved one with special needs.
Date: Wednesday, March 15, 2023

Optimizing the Use of ABLE Accounts and Special Needs Trusts

Virtual On-line Presentation
Online Event

A Virtual presentation with GiGi’s Playhouse

Please join us for a virtual informational hour with Mike Walther and Randi Gillespie. Parents and guardians will receive an introduction to ABLE Accounts and Special Needs Trusts. This presentation is beneficial for families who have a loved one with Down Syndrome and want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

Presentation: Curated Planning for Individuals with Incapacity or Other Disabilities

ARIA Resort Las Vegas Las Vegas, NV, United States

An engaging and informative workshop that will help you with

Featuring speakers: Michael Walther and Kevin Urbatsch
Topic: Essential Elements of Special Needs and Incapacity Planning
Where: AICPA Engage Conference • Las Vegas, NV
When: June 8, 2023 9:30 – 10:45AM PST
Event website: https://www.aicpa-cimaengage.com

Planning For Adulthood and Continuity of Care

Virtual On-line Presentation
Online Event

Please join Mike Walther and Randi Gillespie for and informative workshop that 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. Housing, employment, transportation, and other planning challenges will also be discussed. This presentation is beneficial for families with a loved one who is in high school or transitioning to adulthood.

Government Benefits: SSI, Medicaid, SNAP

Virtual On-line Presentation
Online Event

A Virtual presentation with GiGi’s Playhouse

Please join us for a virtual informational hour with Mike Walther and Randi Gillespie. Parents and guardians will receive an introduction to government benefits and discuss Supplemental Security Income, (SSI), Medicaid, and Supplemental Nutrition Assistance Program (SNAP). This presentation is beneficial for families who are interested in understanding their benefit options and is essential for families with a loved ones who are around the magic age of 18.