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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 decades of personal and professional experience on the topics of special needs planning and financial planning, we can help your family sleep better at night, have more fun in your lives and increase the amount of money that you have available. (Spoiler alert – no insurance products have to be purchased in order to achieve a more successful special needs plan!)
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 RSVP by Friday, April 15 to [email protected]
