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Upcoming Presentations

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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Optimizing ABLE Accounts and Special Needs Trusts | Northbrook YMCA
Planning for Adulthood and Continuity of Care | Presentation for JCFS
Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | The Autism Program
Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | Giant Steps
Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | Warren Township
Planning for Adulthood and Continuity of Care | Northbrook YMCA
Michael C. Walther II at the 2025 CFP Connections Conference
Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | New Trier High School
An Overview of Government Benefits | The Autism Program
Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | NAMI Illinois State Conference
An Overview of Government Benefits | Giant Steps
Optimizing ABLE Accounts and Special Needs Trusts | National Down Syndrome Society