Our Presentation Calendar

A presentation for: A Sacred Trust | Top 11 Special Needs Financial Planning Tips

Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 11 Planning Tips for families with loved ones with special needs.

With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors understands the challenges that your family is facing. Join us for this informative presentation.

A presentation for: University of Illinois Urbana Champaign Urbana, Illinois

A presentation for: University of Illinois Urbana Champaign Urbana, Illinois

Randi Gillespie, Director of Special Needs Services, will be presenting to the University of Illinois Special Education for General Educators class. The class is for future general education teachers and is the only U of I class that focuses on the topic of special education. ...DETAILS HERE

Mike Walther, Founder and President of Oak Wealth Advisors, will be presenting an overview of the major Government Benefits Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. ...DETAILS HERE

Randi Gillespie will be discussing fetal development, prenatal genetic testing, and Down syndrome diagnoses to Loyola University undergraduate and graduate students. Bioethics Reproduction and Reproductive Technologies Capstone class. ...DETAILS HERE

Mike Walther, President, and Founder of Oak Wealth Advisors will share the Essential Elements of a Successful Special Needs Plan to the North Carolina Association of CPA’s (NCACPA).

Registration Details are below. Users will need an account with NCACPA to register and can make a free non-member account with an email and password. ...DETAILS HERE

Please join Founder and President of Oak Wealth Advisors, Mike Walther, as he presents “The Top 11 Special Needs Financial Planning Tips”  (because parents of loved ones with special needs always have more to do!).

Oak Wealth Advisors understands the challenges that your family is facing because we are also living with those same challenges. We have been educating and empowering families with special needs members by providing them with specific planning strategies that will make their lives, and the life of their loved one better.

Please join Mike Walther, Founder and President of Oak Wealth Advisors, for an informative workshop that focuses on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts.  This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.