February 20, 2019 @ 6:30 pm – 8:00 pm
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.
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, Founder and President of Oak Wealth Advisors, and Randi Gillespie, Director of Special Needs Services
Oak Wealth Advisors does not sell insurance or insurance-related products. Oak Wealth Advisors is a fiduciary financial services firm which means that it provides objective advice that is free from conflicts of interest. Oak Wealth Advisors only receives income from its clients for the services provided and does not receive any compensation from any other firms or other professionals that it recommends.