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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.
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 StatesNOTE * 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
Featured
Special Needs Planning Presentation | Jan 28, 2021
Virtual On-line Presentation
Online Event
Evaluating 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
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
Dr. T.A. Meridian McDonald’s Research Presentation
Virtual On-line Presentation
Online Event
Ground-Breaking Autism Theory.
Enlightening research that will be of interest to the Special Needs Community especially those with loved ones with Autism.
Dr. T.A. ...DETAILS HERE
Connect to Community Transition Summit – Focus On Finances | September 11, 2021
Hoffman Estates Village Hall 1900 Hassell Rd, Hoffman Estates, IL, United StatesHoffman 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
Special Needs Trusts and ABLE Accounts | November 22, 2021
University 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 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 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
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 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
Online 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
Topic: 8 Essential Elements of a Special Needs Financial Plan | June 15, 2022
Wee Speech 8707 Skokie Boulevard, Lower Level, Skokie, IL, United StatesWorried about caring for your child throughout their lifetime? Wee Speech and ABS Behavioral Services are excited to present Mike Walther, the first Illinois financial planner admitted into the Academy of Special Needs Planners, NAPFA Special Needs MIX Group founder and leader. ...DETAILS HERE
Topic: Essential Elements of a Successful Special Needs Plan | July 3, 2022
Renaissance Nashville Conference Center 611 Commerce St, Nashville, TN, United StatesJoin Mike for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs "Essential Elements of a Successful Special Needs Plan" Sunday, July 3, 2022.
Cure CMD 2022 Scientific and Family Conference (June 30-July 3)
Renaissance Nashville Conference Center, Nashville, TN
Mike Walther to participate in SLN (Sibling Leadership Networks Podcast)
Online Event
Podcast Topic: Siblings and Finances
When: July 26th at 9:00am CST
What is SLN: The Sibling Leadership Networks mission is to provide siblings of individuals with disabilities the information, support, and tools to advocate with their brothers and sisters and to promote the issues important to them and their entire families.