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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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Today

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

The Top 11 Special Needs Financial Planning Tips | April 2, 2024

Virtual On-line Presentation

Please join Founder and President of Oak Wealth Advisors, Mike Walther, as he presents “The Top 11 Special Needs Financial Planning Tips”  (because parents of loved ones with special needs always have more to do!).

Oak Wealth Advisors understands the challenges that your family is facing because we are also living with those same challenges. We have been educating and empowering families with special needs members by providing them with specific planning strategies that will make their lives, and the life of their loved one better.

...DETAILS HERE

Presentation: Optimizing the Use of Special Needs Trusts and ABLE Accounts

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

Please join Mike Walther, Founder and President of Oak Wealth Advisors, for an informative workshop that focuses on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts.  This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

...DETAILS HERE

Overview of Government Benefits Programs

Virtual On-line Presentation
Online Event

**This event has been cancelled**

Please join us for a virtual informational hour with Neil Mahoney, Certified Financial Planner. Neil will be presenting an overview of the major Government Benefit Programs to Kyo Care families. ...DETAILS HERE

Optimizing The Use of ABLE Accounts and Special Needs Trusts

Virtual On-line Presentation
Online Event

This planning presentation will focus on and introduction to ABLE Accounts and Special Needs Trusts. It is beneficial for families with a loved one who has a diagnosis and who want to put the essential elements of a special needs plan in place that allows them to maximize their family’s financial resources.

...DETAILS HERE

Presentation: Planning for Adulthood

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

Please join us for an informational hour with Mike Walther and Randi Gillespie focusing 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

Optimizing the Use of ABLE Accounts and Special Needs Trusts

Virtual On-line Presentation
Online Event

**This event has been cancelled**

Please join Neil Mahoney, Certified Financial Planner and Randi Gillespie, Director of Special Needs Services from Oak Wealth Advisors for a virtual informational workshop focusing on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts. This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

...DETAILS HERE

Planning For Adulthood and Continuity of Care

Virtual On-line Presentation
Online Event

**This event has been cancelled**

Please join Neil Mahoney, Certified Financial Planner and Randi Gillespie, Director of Special Needs Services for a virtual informational hour. Parents and guardians will learn about Guardianship, Powers of Attorney and Supported Decision Making. ...DETAILS HERE

Presentation on Government Benefits | Sep 10 2024

Virtual On-line Presentation
Online Event

This presentation is beneficial for families with a loved one who is in high school or transitioning to adulthood. Please join us for an informational hour with Mike Walther focusing on government benefits. ...DETAILS HERE

Overview of Government Benefits | Workshop for A Sacred Trust

O’Gara Center of St. Patrick’s Church - A Sacred Trust 928 W. Everet Road, Lake Forest, IL, United States

Topic: Overview of Government Benefits - A presentation for A Sacred Trust. Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on Government Benefits.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.
Topic: Overview of Government Benefits

...DETAILS HERE

Top 10 Special Needs Planning Tips | TrueNorth

Virtual On-line Presentation
Online Event

A presentation for TrueNorth Educational Cooperative 804
Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 10 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