Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
Join Tony Schneider as he presents at the National Association of Personal Financial Advisors Spring National Conference
Discussion: Participates in a panel discussion focusing on The inclusion of the special needs community in the workplace.
When: May 7, 2022
Event Location: The Omni Atlanta Hotel at CNN Center, Atlanta, GA
Many families continue to struggle with locating housing and employment opportunities on behalf of their children with special needs.
Oak Wealth Advisors is pleased to offer a virtual forum for our families to network and expand their knowledge as it relates to these topics.
June 6, 2022, at 10:00am (CST)
...DETAILS HEREWorried 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
Podcast Topic: Siblings and Finances
When: July 26th at 9:00am CST
What is SLN: The Sibling Leadership Networks mission is to provide siblings of individuals with disabilities the information, support, and tools to advocate with their brothers and sisters and to promote the issues important to them and their entire families.
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
Ryan McGuire will be speaking to a Personal Finance Classroom. Topic of discussion will be Expediting Success and the Future of Financial Services.
Where: University of Wisconsin-Madison, Personal Finance Class
When: Monday, November 14 @ 12:00-1:30pm CDT
Mike Walther, president and managing member of Oak Wealth Advisors, will share the Special Needs Planning Essentials for Financial Advisors. January 13, 2023 @ 9:00AM Central/10:00AM Eastern @ NAPFA West Florida Study Group.
...DETAILS HEREPlease 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…
...DETAILS HERERandi 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
Mike Walther to discuss: ABLE Accounts - Understanding, Evaluating, and Using Them
Saturday Feb. 11th, 2023 @ 9:50 a.m.
Meritage Resort and Spa, Napa, CA
For Details:https://sntsymposium.com/snt-symposium-agenda-2023/
This session covers the fundamentals of ABLE, who qualifies, what benefits they receive, and what limitations are in the program. ...DETAILS HERE
Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs.With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors understands the challenges that your family is facing
...DETAILS HEREPlease 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
I am Michael Walther and am providing Special Needs Trusts (SNT) and ABLE account training on behalf of The Autism Program of Illinois, a program funded by the State of Illinois, Department of Human Services.
Online Event Monday, April 24, 2023 @ 6:00 pm
...DETAILS HEREPlease join Mike Walther of Oak Wealth Advisors for an informative workshop that focuses on understanding, evaluating and using ABLE Accounts and Special Needs Trusts.
Where: Virtual On-line Presentation
...DETAILS HEREA Virtual presentation with GiGi’s Playhouse
Please join us for a virtual informational hour with Mike Walther and Randi Gillespie. Parents and guardians will receive an introduction to ABLE Accounts and Special Needs Trusts. ...DETAILS HERE
An engaging and informative workshop that will help you with
Featuring speakers: Michael Walther and Kevin Urbatsch
Topic: Essential Elements of Special Needs and Incapacity Planning
Where: AICPA Engage Conference • Las Vegas, NV
When: June 8, 2023 9:30 – 10:45AM PST
Event website: https://www.aicpa-cimaengage.com
Please join Mike Walther and Randi Gillespie for and informative workshop that 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
A Virtual presentation with GiGi’s Playhouse
Please join us for a virtual informational hour with Mike Walther and Randi Gillespie. Parents and guardians will receive an introduction to government benefits and discuss Supplemental Security Income, (SSI), Medicaid, and Supplemental Nutrition Assistance Program (SNAP). ...DETAILS HERE
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
A Virtual presentation with GiGi’s Playhouse
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. ...DETAILS HERE
A presentation for: A Sacred Trust | Top 11 Special Needs Financial Planning Tips
Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 11 Planning Tips for families with loved ones with special needs.
With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors understands the challenges that your family is facing. Join us for this informative presentation.
...DETAILS HERE
