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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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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…

Special Needs Planning Symposium February 2023

Meritage Resort & Spa 875 Bordeaux Way, Napa, CA

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
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

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