Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
Mike Walther, president and managing member of Oak Wealth Advisors, will share the Special Needs Planning Essentials for Financial Advisors. January 13, 2023 @ 9:00AM Central/10:00AM Eastern @ NAPFA West Florida Study Group.
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…
Randi Gillespie will be speaking to a U of I introduction to Intellectual and Developmental Disability Class. The topic will focus on Down Syndrome.
Discussion: Tuesday, January 31, 2023
Where: University of Illinois Urbana Champaign Urbana, Illinois
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
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
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
I am Michael Walther and am providing Special Needs Trusts (SNT) and ABLE account training on behalf of The Autism Program of Illinois, a program funded by the State of Illinois, Department of Human Services.
Online Event Monday, April 24, 2023 @ 6:00 pm
Please join Mike Walther of Oak Wealth Advisors for an informative workshop that focuses on understanding, evaluating and using ABLE Accounts and Special Needs Trusts.
Where: Virtual On-line Presentation
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.
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
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.
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.