847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062

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.

Transition Summit – Focus On Finances | April 18, 2020

Hoffman Estates Village Hall 1900 Hassell Rd, Hoffman Estates

NOTE * THIS EVENT HAS BEEN POSTPONED
Saturday, April 18, 2020 @ 9:00 am - 3:00 pm

Hoffman Estates Village Hall
1900 Hassell Rd
Hoffman Estates, IL 60169

Simplifying The Complex:
The Essential Elements of a Special Needs Plan

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. Mike will provide the attendees with the knowledge and tools necessary to enhance their special needs financial planning. The attendees will improve their understanding of the key elements of a successful special needs plan and will leave the presentation feeling more optimistic and empowered with regard to their loved one’s future planning.

Virtual Presentation for CCHI Members

Virtual On-line Presentation
Online Event

Mike Walther, Founder of Oak Wealth Advisors and Benji Rubin from Rubin Law, will co-present a discussion on Financing and Other Challenges for Owning Real Estate With A Loved One With Special Needs with Collaborative Community Housing Initiative (CCHI).

Postponed Essential Elements of a Special Needs Financial Plan

ARIA Resort Las Vegas Las Vegas

NOTE * THIS EVENT HAS BEEN POSTPONED Mike Walther will be speaking at the AICPA (American Institute of Certified Public Accountants) Conference to over 5,000 attendees… Advising families with members with special needs is one of the most satisfying yet most complicated services a financial provider can provide. To do so effectively, a financial planner...