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Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 10 Planning Tips for families with loved ones with special needs.
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TOP 10 SPECIAL NEEDS PLANNING RECOMMENDATIONS | WARREN TOWNSHIP Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA®, founder of Oak Wealth Advisors, as we discuss our curated list of Special Needs Financial Planning Tips. Drawn from our decades of experience navigating the special needs community with our clients and […] |
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A virtual informational hour with Mike Walther, Founder and President of Oak Wealth Advisors, as he will be presenting an overview of the major Government Benefits Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. This presentation is beneficial for families who are interested in understanding their benefit options and is essential for families with loved ones who are around the magic age of 18. |
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Oak Wealth Advisors is honored to announce that Founder & President Michael C. Walther II CPA/PFS, CFP®, CFA®, has been asked to speak at the CFP® Board's Connections Conference on October 8th in Chicago. Michael will present for industry leaders and showcase his expertise by covering how to navigate financial planning for special needs families. |
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Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 10 Planning Recommendations for families with loved ones with special needs for the New Trier High School group. |
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AN OVERVIEW OF GOVERNMENT BENEFITS | THE AUTISM PROGRAM Join Mike Walther, CPA/PFS, CFP®, CFA®, founder of Oak Wealth Advisors, for an engaging and informative workshop as we discuss the various Government Benefits available to individuals with disabilities, opportunities for the greatest impact, and how to avoid the most common mistakes. This presentation is […] |
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TOP 10 SPECIAL NEEDS PLANNING RECOMMENDATIONS | NAMI ILLINOIS STATE CONFERENCE Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA®, founder of Oak Wealth Advisors, as we discuss our curated list of Special Needs Financial Planning Tips. Drawn from our decades of experience navigating the special needs community with our […] |
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This presentation is beneficial for families with a loved one who is in high school or transitioning to adulthood. Please join us for an informational hour with Mike Walther focusing on government benefits. |
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OPTIMIZING ABLE ACCOUNTS & SPECIAL NEEDS TRUSTS | NATIONAL DOWN SYNDROME SOCIETY Join Mike Walther, CPA/PFS, CFP®, CFA®, founder of Oak Wealth Advisors, for an engaging and informative workshop on ABLE Accounts & Special Needs Trusts, and how to optimize their use. We will explain the benefits of the ABLE Account, and how it […] |
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Mike Walther, Founder and President of Oak Wealth Advisors, will be presenting an overview of the major Government Benefits Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. This presentation is beneficial for families who are interested in understanding their benefit options and is essential for families with loved ones who are around the magic age of 18. |
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