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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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The Essential Elements Of A Successful Special Needs Plan – Feb 20, 2019

Takiff Center Community Hall 999 Green Bay Road, Glencoe, IL, United States

Join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an engaging and informative workshop that will help you create long-term plans for your loved one with special needs. Wednesday, February 20, 2019 6:30 - 8:00 pm Takiff Center Community Hall 999 Green Bay Road, Glencoe IL 60022 This presentation will provide attendees with...

...DETAILS HERE

The Essential Elements of A Successful Special Needs Plan | March 11, 2019

Autism Service Provider 800 West 5th Ave Suite #104, Naperville, IL, United States

Join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an engaging and informative workshop that will help you create long-term plans for your loved one with special needs. Monday, March 11, 2019 6:30 - 8:00 pm Autism Service Provider 800 West 5th Ave Suite #104 Naperville, IL 60563 This presentation will provide attendees...

...DETAILS HERE

The Essential Elements Of A Successful Special Needs Plan – April 17, 2019

Bernard Weinger JCC 300 Revere Drive, Northbrook, IL, United States

Join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an engaging and informative workshop that will help you create long-term plans for your loved one with special needs. Wednesday, April 17, 2019 6:30-8:00 pm Bernard Weinger JCC 300 Revere Drive Northbrook, IL 60062 This presentation will provide attendees with information to improve the...

...DETAILS HERE

Financial Planning for Persons with Disabilities

The Drake Hotel 140 E. Walton Place, Chicago, IL, United States

Join Mike as he leads a presentation at the 2019 Academy of Special Needs Planners Annual Conference Thursday, May 2, 2019 9:00 am – 3:30 pm The Drake Hotel 140 E. Walton Place Chicago, IL 60611 REGISTER HERE

...DETAILS HERE

New Developments and Creative Strategies for ABLE Accounts

The Drake Hotel 140 E. Walton Place, Chicago, IL, United States

Mike’s panel will use case studies to highlight the best practices for using ABLE Accounts and offer advice to avoid mistakes Friday, May 3, 2019 10:45 am – 12:00 pm The Drake Hotel 140 E. Walton Place Chicago, IL 60611 Read Full Article HERE

...DETAILS HERE

Experts Presentation at Midwest RIA Summit | August 15, 2019

The Mid-America Club 200 East Randolph Drive, 80th flr., Chicago, IL, United States

Join Mike Walther and other experts as they explain how they have built practices that focus on helping clients with specific planning needs. Thursday, August 15, 2019 The Mid-America Club 200 East Randolph Drive 80th Floor, Chicago, IL 60601 Learn more here: https://www.riasummits.com/midwest

...DETAILS HERE

Essential Elements of a Successful Special Needs Plan | Sept 11, 2019

Journey Care 2050 Claire Ct., Glenview, IL, United States

Join Mike Walther of Oak Wealth Advisors for an engaging and informative workshop that will help you create long-term plans for your loved one with special needs. NAMI- CCNS Annual Meeting Essential Elements of a Successful Special Needs Plan September 11, 2019 7:30-8:30pm Journey Care 2050 Claire Ct. ...DETAILS HERE

A Night with Special Needs Planning Experts – Sept 26, 2019

Takiff Center Community Hall 999 Green Bay Road, Glencoe, IL, United States

A Night of Housing Tips with Special Needs Planning Experts Thursday, Sept 26, 2019 7:00 – 8:30 pm Takiff Center Community Hall 999 Green Bay Road, Glencoe IL 60022 A town hall discussion covering one of the most challenging issues facing families with loved ones with disabilities – housing.  The night will include discussions covering...

...DETAILS HERE

Special Needs Planning Presentation | March 19, 2020

Von Steuben Metropolitan Science Center 5039 North Kimball Avenue, Chicago, IL, United States

The Essential Elements of a Successful Special Needs Plan. 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. ...DETAILS HERE

2020 National Down Syndrome Virtual Adult Summit | May 5, 2020

Virtual On-line Presentation

The Essential Elements of A Successful Special Needs Financial Plan

Mike Walther will explain the essential elements of a successful special needs plan for families with members who have Down syndrome. The goal of the presentation is for families to sleep better, save money and have more fun. ...DETAILS HERE