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The Essential Elements of a Successful Special Needs Plan with Oak Wealth Advisors

February 20 @ 6:30 pm – 8:00 pm

Learn more about Oak Wealth Advisors here.

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. 

Presenters:

Mike Walther, Founder and President of Oak Wealth Advisors, and Randi Gillespie, Director of Special Needs Services

About Mike:

  • 50 years as a sibling of a loved one with Autism
  • First financial advisor in Illinois admitted to the Academy of Special Needs Planners
  • Special needs financial planning lecturer at five universities
  • Founded Oak Wealth Advisors in 2008 to provide families with independent and objective financial and special needs planning advice

About Randi:

  • Mother of a daughter with Down syndrome
  • Held leadership positions with three special needs organizations before joining Oak Wealth Advisors
  • Frequently published in the local media as a special needs planning expert
  • Advocate for special needs awareness in local hospitals, schools and universities

Please RSVP to Randi Gillespie by Monday, February 18 at randi@oakwealth.com.

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.

Start: February 20

End: February 20

Event Categories: Special Events

Organizer

Oak Wealth Advisors

Phone: 847-945-8888

Website: https://oakwealth.com

Venue

Takiff Center

999 Green Bay Rd., Glencoe, IL
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Phone: (847) 835-3030