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Our Presentation Calendar
Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
Virtual Presentation for CCHI Members
Virtual On-line Presentation
Online Event
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 HERE
Essential Elements of a Special Needs Financial Plan | June 6, 2020
ARIA Resort Las Vegas Las Vegas, NV, United StatesNOTE * 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 HERE
Featured
Special Needs Planning Presentation | Jan 28, 2021
Virtual On-line Presentation
Online Event
Evaluating 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
Virtual Special Needs Planning Presentation | Feb 18, 2021
Virtual On-line Presentation
Online Event
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. They do not sell insurance. ...DETAILS HERE
Dr. T.A. Meridian McDonald’s Research Presentation
Virtual On-line Presentation
Online Event
Ground-Breaking Autism Theory.
Enlightening research that will be of interest to the Special Needs Community especially those with loved ones with Autism.
Dr. T.A. ...DETAILS HERE
Connect to Community Transition Summit – Focus On Finances | September 11, 2021
Hoffman Estates Village Hall 1900 Hassell Rd, Hoffman Estates, IL, United StatesHoffman 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 HERE
$20
Seven Essential Elements of a Special Needs Financial Plan October 5, 2021
Virtual On-line Presentation
Online Event
Seven 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 HERE
Special Needs Trusts and ABLE Accounts | November 22, 2021
University 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
Discussion February 24, 2022: on I/DD at University of Illinois Urbana Champaign
University of Illinois Urbana Champaign 505 E. Armory Avenue, Urbana, IL, United StatesPresentation at University of Illinois Urbana Champaign Randi Gillespie will be speaking to an Introduction to Intellectual and Developmental Disability Class, which is an Intro Course for Psychology Majors. Discussion will involve characteristics, services available and the experiences of individuals and family members with I/DD.
...DETAILS HERE
MEC Live Event – The Essential Elements of a Successful Special Needs Plan
Madison Club 5 East Wilson Street, Madison, WI, United States“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 HERE