Oak Wealth Advisors provides educational presentations on special needs planning, financial planning, and wealth management. Our team shares practical insights to help individuals with disabilities, their families, and caregivers make informed decisions about their financial futures.
Our presentations cover topics such as special needs trusts, government benefits, long-term financial planning, and strategies for supporting a loved one with disabilities. We welcome opportunities to share our expertise with organizations, professional groups, and families seeking to learn more about these important topics.
Presentation 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
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. Discussion involves implications for prenatal diagnoses and disability and the future of prenatal screening.
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. Discussion involves implications for prenatal diagnoses and disability and the future of prenatal screening.
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 […]