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

Due to Covid 19 we have no live sessions
planned for the rest of the year.
We are actively working with a number of organizations
to do private online sessions for their communities.
We look forward to having more sessions available
to the public as soon as it is safe to do so.

Loading Presentations

Past Presentations

Presentations Search and Views Navigation

Past Presentations

Presentations List Navigation

Wednesday, February 20, 2019

The Essential Elements Of A Successful Special Needs Plan – Feb 20, 2019

Essential-Elements-Of-A-Successful-Special-Needs-Plan

Join Mike Walther and Randi Gillespie 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. Wednesday, February 20, 2019 6:30 – 8:00 pm Takiff Center Community Hall 999 Green Bay Road, Glencoe IL 60022 This presentation will provide attendees with information to improve the planning for their loved one with special needs, simplifying complex rules and highlighting the opportunities for the greatest impact. Time will…

Find out more »
Wednesday, February 20, 2019 @ 6:30 pm - 8:00 pm CST
Takiff Center Community Hall, 999 Green Bay Road
Glencoe, IL 60022 United States

Monday, March 11, 2019

The Essential Elements of A Successful Special Needs Plan | March 11, 2019

Essential-Elements-of-A-Successful-Special-Needs-Plan-Presentation

Join Mike Walther and Randi Gillespie 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. Monday, March 11, 2019 6:30 – 8:00 pm Autism Service Provider 800 West 5th Ave Suite #104 Naperville, IL 60563 This presentation will provide attendees with information to improve the planning for their loved one with special needs, simplifying complex rules and highlighting the opportunities for the greatest impact. Time…

Find out more »
Monday, March 11, 2019 @ 6:30 pm CDT
Autism Service Provider, 800 West 5th Ave Suite #104
Naperville, IL 60563 United States

Wednesday, April 17, 2019

The Essential Elements Of A Successful Special Needs Plan – April 17, 2019

Join Mike Walther and Randi Gillespie 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. Wednesday, April 17, 2019 6:30-8:00 pm Bernard Weinger JCC 300 Revere Drive Northbrook, IL 60062 This presentation will provide attendees with information to improve the planning for their loved one with special needs, simplifying complex rules and highlighting the opportunities for the greatest impact. Time will be allocated for questions.

Find out more »
Wednesday, April 17, 2019 @ 6:30 pm - 8:00 pm CDT
Bernard Weinger JCC, 300 Revere Drive
Northbrook, IL 60062 United States

Thursday, May 2, 2019

Financial Planning for Persons with Disabilities

May-2-2019-presentation-able-accounts

Join Mike as he leads a presentation at the 2019 Academy of Special Needs Planners Annual Conference Thursday, May 2, 2019 9:00 am – 3:30 pm The Drake Hotel 140 E. Walton Place Chicago, IL 60611

Find out more »
Thursday, May 2, 2019 @ 9:00 am - 3:30 pm CDT
The Drake Hotel, 140 E. Walton Place
Chicago, IL 60611 United States

New Developments and Creative Strategies for ABLE Accounts

pen and documents about wealth management

Mike’s panel will use case studies to highlight the best practices for using ABLE Accounts and offer advice to avoid mistakes Friday, May 3, 2019 10:45 am – 12:00 pm The Drake Hotel 140 E. Walton Place Chicago, IL 60611

Find out more »
Friday, May 3, 2019 @ 10:30 am - 12:00 pm CDT
The Drake Hotel, 140 E. Walton Place
Chicago, IL 60611 United States

Sunday, July 28, 2019

Special Needs Financial Planning | July 28, 2019

stronger-together-conference-OWA-presentation-700x300

Join Mike for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs Sunday, July 28, 2019 1:30 pm – 2:15 pm and 3:00 pm – 3:45 pm Renaissance Chicago Downtown Hotel 1 West Upper Wacker Drive Chicago, IL 60601

Find out more »
Sunday, July 28, 2019 @ 1:30 pm - 4:00 pm CDT
Renaissance Chicago Downtown Hotel, 1 West Upper Wacker Drive
Chicago, IL 60601 United States
+ Export Events