847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062

Due to Covid 19 we have no live sessions
planned for the rest of the year.
We are actively working with a number of organizations
to do private online sessions for their communities.
We look forward to having more sessions available
to the public as soon as it is safe to do so.

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Tuesday, May 5, 2020

2020 National Down Syndrome Virtual Adult Summit | May 5, 2020

2020 National Down Syndrome Virtual Adult Summit- The Essential Elements of A Successful Special Needs Financial Plan

The Essential Elements of A Successful Special Needs Financial Plan

Mike Walther will explain the essential elements of a successful special needs plan for families with members who have Down syndrome. The goal of the presentation is for families to sleep better, save money and have more fun. Mike will provide the attendees with the knowledge and tools necessary to enhance their special needs financial planning. The attendees will improve their understanding of the key elements of a successful special needs plan and will leave the presentation feeling more optimistic and empowered with regard to their loved one’s future planning.

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Tuesday, May 5, 2020 @ 9:00 am - 10:45 am CDT
Virtual On-line Presentation,

The 2020 National Down Syndrome Society Adult Summit

NOTE * THIS EVENT HAS BEEN CANCELLED
–A new virtual session has been scheduled–
Information and Details are HERE

Find out more »
Thursday, May 7, 2020 - Saturday, May 9, 2020
The Phoenician Resort, 6000 E Camelback Rd
Scottsdale, AZ 85251 United States

Virtual Special Needs Planning Presentation | May 7, 2020

May-7-2020-virtual-presentation | The Essential Elements of a Successful Special Needs Plan

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.

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Thursday, May 7, 2020 @ 10:00 am - 11:30 am CDT
Virtual On-line Presentation,

Special Needs Planning Presentation | May 14, 2020

NOTE * THIS EVENT HAS BEEN CANCELLED
–A new virtual session has been scheduled–
Information and Details are HERE

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Thursday, May 14, 2020 @ 5:00 pm - 6:30 pm CDT
Von Steuben Metropolitan Science Center Social Room, 5039 North Kimball Avenue
Chicago, IL 60625 United States

Virtual Presentation for CCHI Members

May-18-2020-virtual-presentation

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).

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Monday, May 18, 2020 @ 7:00 pm - 9:00 pm CDT
Virtual On-line Presentation,

Wednesday, June 10, 2020

Essential Elements of a Special Needs Financial Plan

NOTE * 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 needs to know how public benefits can be used to supplement an individual’s other resources. This session addresses how to counsel a family with a…

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Wednesday, June 10, 2020
ARIA Resort Las Vegas, Las Vegas, NV United States
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