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.
Discussion February 24, 2022: on I/DD at University of Illinois Urbana Champaign
University of Illinois Urbana Champaign 505 E. Armory Avenue, Urbana, IL, United StatesPresentation 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.
...DETAILS HERE
MEC Live Event – The Essential Elements of a Successful Special Needs Plan
Madison Club 5 East Wilson Street, Madison, WI, United States“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...
...DETAILS HERE
Presentation March 10, 2022 : Supported Decision Makers and Alternatives to Guardianship
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.
...DETAILS HERE
Discussion March 30, 2022: Characteristics of a Disability Class
University of Illinois Urbana Champaign 505 E. Armory Avenue, Urbana, IL, United StatesPresentation 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
...DETAILS HERE
Discussion March 31, 2022: Philosophy – Health Care Ethics Classroom
Loyola UniversityDiscussion 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. ...DETAILS HERE
Special Needs Trusts and ABLE Accounts | April 4, 2022
University of IL ASSISTUniversity of IL ASSIST
Special Needs Trusts and ABLE Accounts
Date: Sunday, April 4, 2022
Time: TBD
Program is limited to families participating in the University of Illinois ASSIST program.
...DETAILS HEREDiscussion April 5, 2022: Philosophy – Health Care Ethics Classroom
Loyola UniversityDiscussion 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. ...DETAILS HERE
The Essential Elements of A Successful Special Needs Plan | April 20, 2022
New Trier High School 385 Winnetka Ave, Winnetka, IL, United StatesJoin 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...
...DETAILS HERE
The Eight Essential Elements of Special Needs Planning | Atlanta 2022
Omni Atlanta Hotel 100 CNN Center, Atlanta, GA, United StatesJoin 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
Discussion May 7, 2022: The inclusion of the special needs community in the workplace
Omni Atlanta Hotel 100 CNN Center, Atlanta, GA, United StatesJoin 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
Oak Wealth Advisors Housing and Employment Networking Event
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 HERE