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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MEC Live Event – The Essential Elements of a Successful Special Needs Plan

Madison Club 5 East Wilson Street, Madison, WI

“The Essential Elements of a Successful Special Needs Plan” Presented by Ryan McGuire and Mike Walther Financial planning for a family with a loved one with special needs is one of the most satisfying services a planner can provide. A comprehensive financial plan should address the biggest concerns that people have when protecting a loved...

Presentation March 10, 2022 : Supported Decision Makers and Alternatives to Guardianship

Online Event

Virtual On-Line presentation for the New Trier Transition Program, Winnetka, IL

Thursday, March 10, 2022 at 10:00am CDT

Join Mike Walther and Randi Gillespie of Oak Wealth Advisors as they discuss Supported Decision-Making.  Illinois newest planning technique, Supported Decision-Making promotes increased decision-making independence for our loved ones with special needs.

Discussion March 30, 2022: Characteristics of a Disability Class

University of Illinois Urbana Champaign Urbana, Illinois

Presentation at University of Illinois Urbana Champaign Randi Gillespie will be speaking to the Characteristics of a Disability Class, which is designed for students in the Special Education Department looking to become special educators. Discussion to focus on the parent/professional perspective on special education

The Essential Elements of A Successful Special Needs Plan | April 20, 2022

New Trier High School 385 Winnetka Ave, Winnetka, IL

Join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an engaging and informative workshop that will illustrate multiple strategies to improve the future for your loved one with special needs. Wednesday, April 20th,...

The Eight Essential Elements of Special Needs Planning | Atlanta 2022

Omni Atlanta Hotel 100 CNN Center, Atlanta, GA

Join Mike as he leads a presentation at The National Association of Personal Financial Advisors Spring National Conference.

Discussion: The Eight Essential Elements of Special Needs Planning
When: May 4 – May 7, 2022
Event Location: The Omni Atlanta Hotel at CNN Center, Atlanta GA

Discussion May 7, 2022: The inclusion of the special needs community in the workplace

Omni Atlanta Hotel 100 CNN Center, Atlanta, GA

Join Tony Schneider as he presents at the National Association of Personal Financial Advisors Spring National Conference
Discussion: Participates in a panel discussion focusing on The inclusion of the special needs community in the workplace.
When: May 7, 2022
Event Location: The Omni Atlanta Hotel at CNN Center, Atlanta, GA

Oak Wealth Advisors Housing and Employment Networking Event

Online Event

Many families continue to struggle with locating housing and employment opportunities on behalf of their children with special needs.

Oak Wealth Advisors is pleased to offer a virtual forum for our families to network and expand their knowledge as it relates to these topics.

June 6, 2022, at 10:00am (CST)

Topic: 8 Essential Elements of a Special Needs Financial Plan | June 15, 2022

Wee Speech 8707 Skokie Boulevard, Lower Level, Skokie, IL

Worried about caring for your child throughout their lifetime? Wee Speech and ABS Behavioral Services are excited to present Mike Walther, the first Illinois financial planner admitted into the Academy of Special Needs Planners, NAPFA Special Needs MIX Group founder and leader. Former treasurer of National Association for Down Syndrome, Former Treasurer Northern Suburban Special Recreation Foundation, Advisory Board Member at the Frist Center for Autism and Innovation at Vanderbilt University