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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.

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

Autism Service Provider 800 West 5th Ave Suite #104, Naperville, IL, United States

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...

...DETAILS HERE

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

Bernard Weinger JCC 300 Revere Drive, Northbrook, IL, United States

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...

...DETAILS HERE

Financial Planning for Persons with Disabilities

The Drake Hotel 140 E. Walton Place, Chicago, IL, United States

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 REGISTER HERE

...DETAILS HERE

New Developments and Creative Strategies for ABLE Accounts

The Drake Hotel 140 E. Walton Place, Chicago, IL, United States

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 Read Full Article HERE

...DETAILS HERE

Experts Presentation at Midwest RIA Summit | August 15, 2019

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

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

...DETAILS HERE

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

Journey Care 2050 Claire Ct., Glenview, IL, United States

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. ...DETAILS HERE

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

Takiff Center Community Hall 999 Green Bay Road, Glencoe, IL, United States

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...

...DETAILS HERE

Special Needs Planning Presentation | March 19, 2020

Von Steuben Metropolitan Science Center 5039 North Kimball Avenue, Chicago, IL, United States

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. ...DETAILS HERE

2020 National Down Syndrome Virtual Adult Summit | May 5, 2020

Virtual On-line Presentation

The Essential Elements of A Successful Special Needs Financial Plan

Mike Walther will explain the essential elements of a successful special needs plan for families with members who have Down syndrome. The goal of the presentation is for families to sleep better, save money and have more fun. ...DETAILS HERE

Virtual Presentation for CCHI Members

Virtual On-line Presentation
Online Event

Mike Walther, Founder of Oak Wealth Advisors and Benji Rubin from Rubin Law, will co-present a discussion on Financing and Other Challenges for Owning Real Estate With A Loved One With Special Needs with Collaborative Community Housing Initiative (CCHI).

...DETAILS HERE

Essential Elements of a Special Needs Financial Plan | June 6, 2020

ARIA Resort Las Vegas Las Vegas, NV, United States

NOTE * THIS EVENT HAS BEEN POSTPONED Mike Walther will be speaking at the AICPA (American Institute of Certified Public Accountants) Conference to over 5,000 attendees… Advising families with members with special needs is one of the most satisfying yet most complicated services a financial provider can provide. To do so effectively, a financial planner...

...DETAILS HERE

Virtual Special Needs Planning Presentation | Feb 18, 2021

Virtual On-line Presentation
Online Event

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 not sell insurance. ...DETAILS HERE

Connect to Community Transition Summit – Focus On Finances | September 11, 2021

Hoffman Estates Village Hall 1900 Hassell Rd, Hoffman Estates, IL, United States

Hoffman Estates Village Hall 1900 Hassell Rd Hoffman Estates, IL 60169 Simplifying The Complex: The Essential Elements of a Special Needs Plan SSI, SSDI, HFS: UNDERSTANDING THE ALPHABET SOUP OF GOVERNMENT BENEFITS Sherri Schneider, President, Family Benefit Solutions This interactive, informative session will help you understand the who, what, where, and when of the major...

...DETAILS HERE
$20

Seven Essential Elements of a Special Needs Financial Plan October 5, 2021

Virtual On-line Presentation
Online Event

Seven Essential Elements of a Special Needs Financial Plan October 5, 2021 With decades of personal and professional experience on the topics of special needs planning and financial planning, Mike Walther of Oak Wealth Advisors will share specific planning strategies that can help your family sleep better at night, have more fun in your lives...

...DETAILS HERE

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 States

Presentation 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...

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Presentation March 10, 2022 : Supported Decision Makers and Alternatives to Guardianship

Online Event

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 States

Presentation 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