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.
Past Presentations
Presentations List Navigation
Tuesday, May 5, 2020
2020 National Down Syndrome Virtual Adult Summit | May 5, 2020
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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Virtual Special Needs Planning Presentation | May 7, 2020
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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Virtual Presentation for CCHI Members
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).
Find out more »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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