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

Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.

Experts Presentation at Midwest RIA Summit | August 15, 2019

The Mid-America Club 200 East Randolph Drive, 80th flr., Chicago

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

Essential Elements of a Successful Special Needs Plan | Sept 11, 2019

Journey Care 2050 Claire Ct., Glenview

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...

A Night with Special Needs Planning Experts – Sept 26, 2019

Takiff Center Community Hall 999 Green Bay Road, Glencoe

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...

Special Needs Planning Presentation | March 19, 2020

Von Steuben Metropolitan Science Center Social Room 5039 North Kimball Avenue, Chicago

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...

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