Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
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...
Evaluating Guardianship and other Assisted Decision-Making Alternatives. The options for assisted decision-making for those with special needs can be confusing, costly, and overwhelming for parents and caregivers. Oak Wealth Advisors', Mike Walther, along with Nancy Spain, a special needs estate planning and guardianship attorney from Spain, Spain and Varnet with decades of experience, will help...
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.
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).
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...
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...