Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
Join Mike for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs "Essential Elements of a Successful Special Needs Plan" Sunday, July 3, 2022.
Cure CMD 2022 Scientific and Family Conference (June 30-July 3)
Renaissance Nashville Conference Center, Nashville, TN
Podcast Topic: Siblings and Finances
When: July 26th at 9:00am CST
What is SLN: The Sibling Leadership Networks mission is to provide siblings of individuals with disabilities the information, support, and tools to advocate with their brothers and sisters and to promote the issues important to them and their entire families.
PLEASE NOTE: This event has been postponed. Please return back to learn new scheduled presentation date. Location: Von Steuben Metropolitan Science Center • 5039 North Kimball Avenue • Chicago, IL Worried about caring for your child throughout their lifetime? Mike Walther, president and managing member of Oak Wealth Advisors, will share the 8 Essential Elements of a Special...
Randi Gillespie will provide insight on the characteristics of individuals with diverse abilities, advocacy, as well as the current trends in educational services.
What: Discussion / Presentation
When: October 13, 2022
Where: University of Illinois - Urbana Champaign
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. Mike will field questions to ensure that attendees leave feeling equipped to address their own family’s unique planning needs. Date: Wednesday, October 26, 2022. Read for more details…
Ryan McGuire will be speaking to a Personal Finance Classroom. Topic of discussion will be Expediting Success and the Future of Financial Services.
Where: University of Wisconsin-Madison, Personal Finance Class
When: Monday, November 14 @ 12:00-1:30pm CDT
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