Please join us for a Series of 3 Zoom Presentations:
Tuesday evenings this Fall from 6-7pm on Zoom
Meeting ID: 602 591 8375
Passcode: 860182
9/10/24: Government Benefits
10/8/24: ABLE Accounts and Special Needs Trusts
11/12/24: Planning for Adulthood & Continuity of Care
Presented by Oak Wealth Advisors:
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.
ZOOM #3 11/12/24 6-7pm Planning for Adulthood and Continuity of Care:
Please join us for an informational hour with Founder and President of Oak Wealth Advisors, Mike Walther. This presentation will focus on planning and decision-making for individuals entering adulthood. Parents and guardians will learn about Guardianship, Powers of Attorney, & Supported Decision Making. Housing, employment, transportation, & other planning challenges will also be discussed. We will review the essential need for a care guide or letter of intent that will document your loved one’s wishes, routines, health care needs, strengths, and challenges so that future care givers can be effective at retaining their quality of life. This presentation is beneficial for families with a loved one who is in high school or has recently entered adulthood.
ABOUT THE PRESENTER:
Mike Walther received his BS degree in Economics and MBA with concentration in Accounting from Vanderbilt University. He holds all three of the most respected financial services professional designations: the CPA/PFS designation, the Certified Financial PlannerTM designation, and he is a CFA charter holder.
Mike has a brother on the Autism spectrum. After nearly two decades as a fiduciary financial advisor serving wealthy families, he founded Oak Wealth Advisors in 2008 to provide planning and wealth management services to families like his own. Mike’s passion is sharing his knowledge and experience to enhance the quality of life for families that include loved ones with special needs.
Mike has written articles for the Chicago Sun-Times and has been quoted in The Wall Street Journal, Business Week, New York Times, and other national publications. He has presented at conferences around the country and taught classes about special needs financial planning at multiple universities.
Mike was the first financial advisor in Illinois admitted into the Academy of Special Needs Planners (ASNP).
He founded and leads the Special Needs Planning subject matter study group for the National Association of Personal Financial Advisors (NAPFA). He is also a member of the NAPFA DEI Committee. In 2023, Oak Wealth Advisors was recognized by NAPFA as their Excellence in DEI Award Winner for mid-sized firms. In December 2023, Mike was recognized by Investment News as one of their inaugural Hot 100 whose contributions have helped shape the wealth industry.
