Our Presentation Calendar

Featuring 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

**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

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.

**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.

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

**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

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

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.

Randi Gillespie will provide insight on the characteristics of individuals with diverse abilities, advocacy, as well as the current trends in educational services.

Please 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.

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

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

Please 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.

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

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.