AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
FAQ
info@oakwealth.com
847-945-8888
Serving Clients Nationwide
Tap to Call
Client Account Access
Form CRS
AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
FAQ
MEET WITH US
Menu
Posts filed under: The Special Needs Advisory
The Special Needs Advisory
Credit Cards May Cause Government Benefit Denials | Video
by
Oak Wealth Advisors Team
January 8, 2020
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless...
Read More →
The Importance of Maintaining Medical Records | Video
by
Oak Wealth Advisors Team
December 13, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are...
Read More →
Housing – Where will he or she live?
by
Oak Wealth Advisors Team
November 25, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for...
Read More →
Don’t Miss Available Government Benefits
by
Oak Wealth Advisors Team
November 14, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability....
Read More →
+
Failure To Plan Is Planning To Fail
by
Oak Wealth Advisors Team
November 12, 2019
The Special Needs Advisory
0
Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life...
Read More →
Why you have to share your Special Needs Planning with your relatives
by
Oak Wealth Advisors Team
October 6, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
Read More →
+
Medicaid Benefits Become Even More Challenging to Access
by
Oak Wealth Advisors Team
September 24, 2019
The Special Needs Advisory
0
While getting and keeping Medicaid services has never been easy, the challenges are about to increase for Illinois residents. As...
Read More →
+
When a family member with special needs lives with parents or siblings
by
Oak Wealth Advisors Team
September 19, 2019
The Special Needs Advisory
0
When a Family Member With Special Needs Lives With Parents or Siblings In a perfect world, we would all live...
Read More →
Ensure All Your Assets Go To Your Intended Recipients
by
Oak Wealth Advisors Team
September 8, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people...
Read More →
Avoiding Loss or Denial of Social Security and Medicaid Benefits
by
Oak Wealth Advisors Team
August 28, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
...
Read More →
+
Essential Elements of a Successful Special Needs Plan | Sept 11
by
Oak Wealth Advisors Team
July 15, 2019
The Special Needs Advisory
0
Essential Elements of a Successful Special Needs Plan - Join Mike Walther of Oak Wealth Advisors for an engaging and...
Read More →
+
A Night with Special Needs Planning Experts – Sept 26, 2019
by
Oak Wealth Advisors Team
July 1, 2019
The Special Needs Advisory
0
Learn from special needs planning experts and peers
Thursday, Sept 26, 2019
7:00 – 8:30 pm
Takiff Center Community Hall
999 Green...
Read More →
2
3
4
5
6