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836 Skokie Boulevard, Northbrook, IL 60062

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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Today

Postponed Essential Elements of a Special Needs Financial Plan

ARIA Resort Las Vegas Las Vegas, NV

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...

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).

Connect to Community Transition Summit – Focus On Finances | September 11, 2021

Hoffman Estates Village Hall 1900 Hassell Rd, Hoffman Estates, IL

Hoffman Estates Village Hall 1900 Hassell Rd Hoffman Estates, IL 60169 Simplifying The Complex: The Essential Elements of a Special Needs Plan SSI, SSDI, HFS: UNDERSTANDING THE ALPHABET SOUP OF GOVERNMENT BENEFITS Sherri Schneider, President, Family Benefit Solutions This interactive, informative session will help you understand the who, what, where, and when of the major...

$20

Seven Essential Elements of a Special Needs Financial Plan October 5, 2021

Virtual On-line Presentation
Online Event

Seven Essential Elements of a Special Needs Financial Plan October 5, 2021 With decades of personal and professional experience on the topics of special needs planning and financial planning, Mike Walther of Oak Wealth Advisors will share specific planning strategies that can help your family sleep better at night, have more fun in your lives...