Upcoming Presentations

Please join us for an informational hour with Founder and President of Oak Wealth Advisors, Mike Walther. This presentation will focus on planning and decision-making for individuals entering adulthood. Parents and guardians will learn about Guardianship, Powers of Attorney, & Supported Decision Making. Housing, employment, transportation, & other planning challenges will also be discussed.

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.

Please join us for an informational hour with Founder and President of Oak Wealth Advisors, Mike Walther. Parents and guardians will receive an introduction to ABLE Accounts and Special Needs Trusts. Learn about the benefits of an Achieving a Better Life Experience (ABLE) account, how to apply for this tax-advantaged savings program, and how to evaluate the various account options.