Our Presentation Calendar

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...

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

Worried about caring for your child throughout their lifetime? Wee Speech and ABS Behavioral Services are excited to present Mike Walther, the first Illinois financial planner admitted into the Academy of Special Needs Planners, NAPFA Special Needs MIX Group founder and leader. ...DETAILS HERE

Join Mike for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs "Essential Elements of a Successful Special Needs Plan" Sunday, July 3, 2022.

Cure CMD 2022 Scientific and Family Conference (June 30-July 3)
Renaissance Nashville Conference Center, Nashville, TN

PLEASE NOTE: This event has been postponed. Please return back to learn new scheduled presentation date. ...DETAILS HERE

Randi Gillespie will provide insight on the characteristics of individuals with diverse abilities, advocacy, as well as the current trends in educational services.

What: Discussion / Presentation
When: October 13, 2022
Where: University of Illinois - Urbana Champaign

Mike Walther will be presenting an overview of the major Government Benefit Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. ...DETAILS HERE

Please join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an informative workshop that focuses on understanding, evaluating and using ABLE Accounts and Special Needs Trusts. Read for more details…

Randi Gillespie will be speaking to a U of I introduction to Intellectual and Developmental Disability Class. The topic will focus on Down Syndrome.

Discussion: Tuesday, January 31, 2023
Where: University of Illinois Urbana Champaign Urbana, Illinois

Please join Mike Walther of Oak Wealth Advisors for an informative workshop that will focus on decision making strategies as they relate to housing and vocational opportunities for your loved one with special needs.
Date: Wednesday, March 15, 2023

A presentation workshop at the Arlington Heights Library. Please join Mike Walther, Founder and President of Oak Wealth Advisors, for an engaging and informative workshop. ...DETAILS HERE