Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
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. ...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 HERE
