Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
Ryan McGuire and Randi Gillespie will be discussing the Essential Elements of A Successful Special Needs Plan to University of Wisconsin Madison undergraduate and graduate students enrolled in the Financial Planning Capstone Class.
...DETAILS HEREMike 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
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 HEREPlease 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 HEREFeaturing Michael Walther of Oak Wealth Advisors will lead a training session on topics of Special Needs Trusts (SNT) and ABLE Accounts on behalf of The Autism Program of Illinois, a program funded by the State of Illinois, Department of Human Services. Online Event Only
...DETAILS HEREPlease 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
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 HEREPlease 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
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 HEREMike Walther will be teaching the essential elements of a special needs financial plan to undergraduate and graduate students in the Financial Planning Capstone Class. This is a virtual on-line presentation.
...DETAILS HEREMike 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
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
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
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
Please join us for an informational hour with Founder and President of Oak Wealth Advisors, Mike Walther. Parents and guardians will receive an introduction to ABLE Accounts and Special Needs Trusts. ...DETAILS HERE
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 HEREJoin 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.
...DETAILS HERERandi Gillespie will provide insight on the characteristics of individuals with diverse abilities, advocacy, as well as the current trends in educational services.
...DETAILS HEREPlease join us for an informational hour with Founder and President of Oak Wealth Advisors, Mike Walther. This presentation will focus on planning and decision-making for individuals entering adulthood. ...DETAILS HERE
Randi Gillespie will provide insight on the characteristics of individuals with diverse abilities, advocacy, as well as the current trends in educational services.
...DETAILS HEREMike 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
Please join us for an informational hour with Founder and President of Oak Wealth Advisors, Mike Walther. Parents and guardians will receive an introduction to ABLE Accounts and Special Needs Trusts. ...DETAILS HERE
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 HEREPlease join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA® and founder of Oak Wealth Advisors as we discuss our curated list of Special Needs Financial Planning Tips. Drawn from our decades of experience navigating the special needs community with our clients and families, this presentation provides families with the most important strategies that they can implement to improve their success in planning for their loved one’s future.
...DETAILS HERE
