847-945-8888
Serving Clients Nationwide

Posts filed under: The Special Needs Advisory

The Special Needs Advisory

Oak Wealth Advisors provides special needs planning and collaborates with other specialists and advisors to provide comprehensive and objective support to families with special needs members.

Please find important disclosures about this resource HERE.

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 →
Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing families with loved ones with...
Read More →
In the special needs community, the end of supports through the school district can be a frightening time for families....
Read More →
ABLE accounts, which we have strongly recommended for several years, now have the additional benefit of providing an Illinois state...
Read More →
From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article about my youngest child, Liam...
Read More →
One of the core missions of Oak Wealth Advisors is to improve the lives of families with special needs members....
Read More →
Having a mental illness presents challenges in individuals’ lives, but it should not define their lives. The same could be...
Read More →
As we start 2018, there are now 31 states offering ABLE accounts and 23 of them are accessible to residents...
Read More →
On Wednesday, March 22, 2017, the special needs community was able to breathe a collective sigh of relief.  The U.S....
Read More →
Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive.  Your role is equally important as the education...
Read More →