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” 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 HEREVirtual 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 HEREPresentation 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 HEREDiscussion 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
Date: Sunday, April 4, 2022
Time: TBD
Discussion 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
Join 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 HEREJoin 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
Join 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
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 HEREWorried 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
Join 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
