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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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Seven Essential Elements of a Special Needs Financial Plan October 5, 2021

Virtual On-line Presentation
Online Event

Seven Essential Elements of a Special Needs Financial Plan October 5, 2021 With decades of personal and professional experience on the topics of special needs planning and financial planning, Mike Walther of Oak Wealth Advisors will share specific planning strategies that can help your family sleep better at night, have more fun in your lives...

Special Needs Trusts and ABLE Accounts | November 22, 2021

University of IL ASSIST Special Needs Trusts and ABLE Accounts Date: Sunday, November 22, 2021 Time: 6:00 – 8:00 pm Program is limited to families participating in the University of Illinois ASSIST program.

Discussion February 24, 2022: on I/DD at University of Illinois Urbana Champaign

University of Illinois Urbana Champaign Urbana, Illinois

Presentation at University of Illinois Urbana Champaign Randi Gillespie will be speaking to an Introduction to Intellectual and Developmental Disability Class, which is an Intro Course for Psychology Majors. Discussion will involve characteristics, services available and the experiences of individuals and family members with I/DD.

MEC Live Event – The Essential Elements of a Successful Special Needs Plan

Madison Club 5 East Wilson Street, Madison, WI

“The Essential Elements of a Successful Special Needs Plan” Presented by Ryan McGuire and Mike Walther Financial planning for a family with a loved one with special needs is one of the most satisfying services a planner can provide. A comprehensive financial plan should address the biggest concerns that people have when protecting a loved...

Presentation March 10, 2022 : Supported Decision Makers and Alternatives to Guardianship

Online Event

Virtual On-Line presentation for the New Trier Transition Program, Winnetka, IL

Thursday, March 10, 2022 at 10:00am CDT

Join Mike Walther and Randi Gillespie of Oak Wealth Advisors as they discuss Supported Decision-Making.  Illinois newest planning technique, Supported Decision-Making promotes increased decision-making independence for our loved ones with special needs.

Discussion March 30, 2022: Characteristics of a Disability Class

University of Illinois Urbana Champaign Urbana, Illinois

Presentation at University of Illinois Urbana Champaign Randi Gillespie will be speaking to the Characteristics of a Disability Class, which is designed for students in the Special Education Department looking to become special educators. Discussion to focus on the parent/professional perspective on special education

Discussion March 31, 2022: Philosophy – Health Care Ethics Classroom

Loyola University

Discussion at Loyola University Randi Gillespie will be speaking to a Philosophy/Health Care Ethics Classroom. The topic will be prenatal genetic diagnostics and genetic enhancements. Discussion involves implications for prenatal diagnoses and disability and the future of prenatal screening.

Discussion April 5, 2022: Philosophy – Health Care Ethics Classroom

Loyola University

Discussion at Loyola University Randi Gillespie will be speaking to a Philosophy/Health Care Ethics Classroom. The topic will be prenatal genetic diagnostics and genetic enhancements. Discussion involves implications for prenatal diagnoses and disability and the future of prenatal screening.

The Essential Elements of A Successful Special Needs Plan | April 20, 2022

New Trier High School 385 Winnetka Ave, Winnetka, IL

Join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an engaging and informative workshop that will illustrate multiple strategies to improve the future for your loved one with special needs. Wednesday, April 20th, 2022 6:00 – 7:00 pm (Rescheduled from February 16th date) New Trier High School 385 Winnetka Ave Winnetka, IL 60093 EPI 301 Conference Room With...

The Eight Essential Elements of Special Needs Planning | Atlanta 2022

Omni Atlanta Hotel 100 CNN Center, Atlanta, GA

Join Mike as he leads a presentation at The National Association of Personal Financial Advisors Spring National Conference.

Discussion: The Eight Essential Elements of Special Needs Planning
When: May 4 – May 7, 2022
Event Location: The Omni Atlanta Hotel at CNN Center, Atlanta GA