Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
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1 presentation,
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Online Event
Please join us for 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. ...DETAILS HERE |
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1 presentation,
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Ryan McGuire and Randi Gillespie will be discussing the Essential Elements of A Successful Special Needs Plan to University of Wisconsin Madison undergraduate and graduate students enrolled in the Financial Planning Capstone Class. ...DETAILS HERE |
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1 presentation,
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Online Event
Please join us for a virtual informational hour with Ryan McGuire and Randi Gillespie This presentation will focus on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision- Making. ...DETAILS HERE |
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1 presentation,
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Online Event
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. ...DETAILS HERE |
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1 presentation,
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Online Event
Please join us for an informational hour with Mike Walther, CFP, Senior Consultant and Director of Integration at Oak Wealth Advisors. Mike will be presenting an Overview of Government Benefits. ...DETAILS HERE |
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