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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Friday, May 3, 2019
New Developments and Creative Strategies for ABLE Accounts
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
Find out more »Sunday, July 28, 2019
Special Needs Financial Planning | July 28, 2019
Join Mike for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs Sunday, July 28, 2019 1:30 pm – 2:15 pm and 3:00 pm – 3:45 pm Renaissance Chicago Downtown Hotel 1 West Upper Wacker Drive Chicago, IL 60601
Find out more »Thursday, August 15, 2019
Experts Presentation at Midwest RIA Summit | August 15, 2019
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
Find out more »Wednesday, September 11, 2019
Essential Elements of a Successful Special Needs Plan | Sept 11, 2019
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. Glenview, IL 60025 This presentation will provide attendees with information to improve the planning for their loved one with special needs, simplifying complex rules and highlighting the opportunities for the greatest impact.…
Find out more »A Night with Special Needs Planning Experts – Sept 26, 2019
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 the following housing topics: HOUSING FOR INDIVIDUALS Challenges and Realities Outcomes and Quality of Life One family’s story Options and Creative Approaches Dr. Meghan Burke,…
Find out more »Thursday, March 19, 2020
Special Needs Planning Presentation | March 19, 2020
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. They do not sell insurance. They simplify the complex and provide strategies and actions that you can implement to improve your lives. Oak Wealth Advisors understands the…
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