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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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Overview of Government Benefits | October 26, 2022

New Trier High School 385 Winnetka Ave, Winnetka, IL, United States

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. ...DETAILS HERE

Special Needs Planning Symposium February 2023

Meritage Resort & Spa 875 Bordeaux Way, Napa, CA, United States

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. ...DETAILS HERE

Essential Elements of a Special Needs Financial Plan | February 23, 2023

Von Steuben Metropolitan Science Center 5039 North Kimball Avenue, Chicago, IL, United States
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

...DETAILS HERE

Planning For Adulthood and Continuity of Care

Virtual On-line Presentation
Online Event

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. ...DETAILS HERE

Government Benefits: SSI, Medicaid, SNAP

Virtual On-line Presentation
Online Event

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). ...DETAILS HERE

Planning for Adulthood and Continuity of Care

Virtual On-line Presentation
Online Event

A Virtual presentation with GiGi’s Playhouse

Please join us for a virtual informational hour with Mike Walther and Randi Gillespie. This presentation will focus on future planning and decision-making options for individuals entering adulthood. ...DETAILS HERE

Top 11 Special Needs Financial Planning Tips | October 26, 2023

O’Gara Center of St. Patrick’s Church 928 W. Everet Rd., Lake Forest, IL, United States

A presentation for: A Sacred Trust | Top 11 Special Needs Financial Planning Tips

Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 11 Planning Tips for families with loved ones 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. Join us for this informative presentation.

...DETAILS HERE

Discussion: The IEP process and introducing them to additional special education concepts

University of Illinois Urbana Champaign 505 E. Armory Avenue, Urbana, IL, United States

A presentation for: University of Illinois Urbana Champaign Urbana, Illinois

A presentation for: University of Illinois Urbana Champaign Urbana, Illinois

Randi Gillespie, Director of Special Needs Services, will be presenting to the University of Illinois Special Education for General Educators class. The class is for future general education teachers and is the only U of I class that focuses on the topic of special education. ...DETAILS HERE

Year-End Special Needs Planning Webinar 2023

Virtual On-line Presentation
Online Event

As year-end approaches, Oak Wealth Advisors founder and president is co-hosting a special needs planning webinar for families around the country. The presenters are all experienced advisors and each will be sharing different planning opportunities and updates for the end of 2023 and the start of 2024. ...DETAILS HERE

A presentation: Overview of Government Benefits February 21, 2024

New Trier High School 385 Winnetka Ave, Winnetka, IL, United States

Mike Walther, Founder and President of Oak Wealth Advisors, will be presenting an overview of the major Government Benefits Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. ...DETAILS HERE

Presentation to the North Carolina Association of CPA’s | March 26, 2024

Virtual On-line Presentation

Mike Walther, President, and Founder of Oak Wealth Advisors will share the Essential Elements of a Successful Special Needs Plan to the North Carolina Association of CPA’s (NCACPA).

Registration Details are below. Users will need an account with NCACPA to register and can make a free non-member account with an email and password. ...DETAILS HERE

$5.00