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 HEREPlease join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA® and founder of Oak Wealth Advisors. This presentation will focus on the key planning considerations for adults with disabilities and ways that family members can assist with the decision making.
Parents and guardians will learn about Guardianship, Powers of Attorney, and Supported Decision Making. ...DETAILS HERE
Please join us for a virtual informational hour with Mike Walther and Randi Gillespie This presentation will focus 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
