Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
Please join us for an informational hour with Mike Walther, CFP, Senior Consultant and Director of Integration at Oak Wealth Advisors. Mike will be presenting an Overview of Government Benefits. ...DETAILS HERE
Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA® and founder of Oak Wealth Advisors. This presentation will focus on the key planning considerations for adults with disabilities and ways that family members can assist with the decision making. ...DETAILS HERE
Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 10 Planning Tips for families with loved ones with special needs.
...DETAILS HEREPlease join us for a virtual informational hour with Mike Walther, Founder and President of Oak Wealth Advisors, as he 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
Please join us for an informational hour with Mike Walther who will focus on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision-Making. ...DETAILS HERE
Please join us for a virtual informational hour with Ryan McGuire and Randi Gillespie This presentation will focus on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision- Making. ...DETAILS HERE
Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA® and founder of Oak Wealth Advisors. This presentation will focus on the key planning considerations for adults with disabilities and ways that family members can assist with the decision making.
Parents and guardians will learn about Guardianship, Powers of Attorney, and Supported Decision Making. ...DETAILS HERE
Please join us for a virtual informational hour with Mike Walther, Founder and President of Oak Wealth Advisors, as he 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
