All posts by: Oak Wealth Advisors Team

Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are...

A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for...

Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability....

Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life...

Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...

While getting and keeping Medicaid services has never been easy, the challenges are about to increase for Illinois residents. As...

As we approach the end of the third quarter, we want to update you on our views about the markets...

When a Family Member With Special Needs Lives With Parents or Siblings In a perfect world, we would all live...

Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people...

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Essential Elements of a Successful Special Needs Plan - Join Mike Walther of Oak Wealth Advisors for an engaging and...

Learn from special needs planning experts and peers

Thursday, Sept 26, 2019
7:00 – 8:30 pm
Takiff Center Community Hall
999 Green...