Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
Join Mike Walther and other experts as they explain how they have built practices that focus on helping clients with specific planning needs. Thursday, August 15, 2019 The Mid-America Club 200 East Randolph Drive 80th Floor, Chicago, IL 60601 Learn more here: https://www.riasummits.com/midwest
...DETAILS HEREJoin Mike Walther of Oak Wealth Advisors for an engaging and informative workshop that will help you create long-term plans for your loved one with special needs. NAMI- CCNS Annual Meeting Essential Elements of a Successful Special Needs Plan September 11, 2019 7:30-8:30pm Journey Care 2050 Claire Ct. ...DETAILS HERE
A Night of Housing Tips with Special Needs Planning Experts Thursday, Sept 26, 2019 7:00 – 8:30 pm Takiff Center Community Hall 999 Green Bay Road, Glencoe IL 60022 A town hall discussion covering one of the most challenging issues facing families with loved ones with disabilities – housing. The night will include discussions covering...
...DETAILS HEREThe 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
