Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
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 HEREThe 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
Learn how you can protect the future of loved ones with special needs through Guardianship, Powers of Attorney, Trustees and Supported Decision Making.
...DETAILS HEREMike 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
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 HERENOTE * 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 HEREEvaluating Guardianship and other Assisted Decision-Making Alternatives. The options for assisted decision-making for those with special needs can be confusing, costly, and overwhelming for parents and caregivers. ...DETAILS HERE
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
Enlightening research that will be of interest to the Special Needs Community especially those with loved ones with Autism.
Dr. T.A. ...DETAILS HERE
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 HERESeven 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 HEREUniversity of IL ASSIST Special Needs Trusts and ABLE Accounts Date: Sunday, November 22, 2021 Time: 6:00 – 8:00 pm Program is limited to families participating in the University of Illinois ASSIST program.
...DETAILS HEREPresentation 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“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 HEREVirtual 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 HEREPresentation 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 HEREDiscussion 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
Date: Sunday, April 4, 2022
Time: TBD
Discussion 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
Join 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 HEREJoin 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
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
