The Essential Elements of A Successful Special Needs Plan – March 11, 2019
Join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an engaging and informative workshop that will help you create long-term plans for your loved one with special needs.
Monday, March 11, 2019
6:30 - 8:00 pm
Autism Service Provider
800 West 5th Ave Suite #104
Naperville, IL 60563
This presentation will provide attendees with information to improve the planning for their loved one with special needs, simplifying complex rules and highlighting the opportunities for the greatest impact. Time will be allocated for questions.
Mike Walther was honored to be the first financial planner in Illinois admitted into the Academy of Special Needs Planners. As an author, guest lecturer at multiple universities and someone frequently quoted in national publications about special needs planning, Mike is nationally recognized as a special needs financial planning expert.
With a brother on the Autism spectrum, Mike founded Oak Wealth Advisors over 10 years ago specifically to provide families with special needs members with financial and special needs planning advice that was unavailable in the market place. Although a financial advisor, neither Mike nor his firm sell financial products or receive any compensation that would create a conflict of interest. Oak Wealth Advisors provide individualized and objective advice to families with special needs members.