TFC Webinar: The Top 11 Special Needs Financial Planning Tips

Please join Founder and President of Oak Wealth Advisors, Mike Walther, as he presents “The Top 11 Special Needs Financial Planning Tips”  (because parents of loved ones with special needs always have more to do!) to Together for Choice families. 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.

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.

About 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!)

Unless noted otherwise, our online events are recorded and posted on our website at www.togetherforchoice.org.  Anyone can access our webinar and blog posts, so please register only if you are planning to attend the live event.

Please note that the event will take place in Eastern Standard Time.