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Oak Wealth Advisors’ Publications | All

Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless act. While it does make purchasing items easier, it comes...
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Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow professionals with their planning.  If you have any questions about...
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Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are in place, records need to be maintained.  It is common...
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A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for Individuals Challenges and Realities Outcomes and Quality of Life One...
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Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability. Read why it is a mistake to not have these...
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Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life skills planning, remaining proactive with their planning needs is an...
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Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those of Special Needs, failing to communicate your intentions to your...
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As we approach the end of the third quarter, we want to update you on our views about the markets and the positioning of investments in your portfolio. YES –...
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While getting and keeping Medicaid services has never been easy, the challenges are about to increase for Illinois residents. As of November 1, 2019, any prescription, referral, or order for...
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When a Family Member With Special Needs Lives With Parents or Siblings In a perfect world, we would all live interdependently in safe houses in our desired neighborhoods, feel integrated...
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Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people think that their will dictates where all of their assets...
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Essential Elements of a Successful Special Needs Plan - Join Mike Walther of Oak Wealth Advisors for an engaging and informative workshop that will help you create long-term plans for...
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Learn from special needs planning experts and peers

Thursday, Sept 26, 2019
7:00 – 8:30 pm
Takiff Center Community Hall
999 Green Bay Road, Glencoe IL 60022...

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Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing families with loved ones with disabilities....
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