Upcoming Presentations

Randi Gillespie will be discussing fetal development, prenatal genetic testing, and Down syndrome diagnoses to Loyola University undergraduate and graduate students. Bioethics Reproduction and Reproductive Technologies Capstone class. at the Loyola University, Chicago

This presentation will focus on planning and decision-making for individuals entering adulthood. Parents and guardians will learn about Guardianship, Powers of Attorney, and Supported Decision Making. This presentation is beneficial for families with a loved one who is in high school or has recently entered adulthood.

Mike Walther, President, and Founder of Oak Wealth Advisors will share the Essential Elements of a Successful Special Needs Plan to the North Carolina Association of CPA’s (NCACPA).

Registration Details are below. Users will need an account with NCACPA to register and can make a free non-member account with an email and password. Registration for non-member s is $5.00

Please join Founder and President of Oak Wealth Advisors, Mike Walther, as he presents “The Top 11 Special Needs Financial Planning Tips”  (because parents of loved ones with special needs always have more to do!).

Oak Wealth Advisors understands the challenges that your family is facing because we are also living with those same challenges. We have been educating and empowering families with special needs members by providing them with specific planning strategies that will make their lives, and the life of their loved one better.

Please join Mike Walther, Founder and President of Oak Wealth Advisors, for an informative workshop that focuses on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts.  This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.