Join the NCACPA Financial Planning Network on Tuesday, March 26 from 12:00 pm – 1:00 pm as Mike Walther, CPA/PFS, CFP®, CFA® presents the Essential Elements of a Special Needs Financial Plan. Mike will cover critical areas that CPAs and financial planners need to know when working with special needs families. His firm, Oak Wealth Advisors, specializes in serving special needs families and was awarded the Excellence in DEI Award by the National Association of Personal Financial Advisors. Mike was also recognized by Investment News this year for his contributions to shape the industry.
The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Financial Planning Networking Group. *This is a non-CPE event
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352.
About the speaker:
Mike Walther, CPA/PFS, CFP®, CFA®
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.
Questions? Please contact NCACPA Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.