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...
Watch The Complete Video Below…
A town hall Video discussion covering the most challenging issues facing families with loved ones with...
In the special needs community, the end of supports through the school district can be a frightening time for families....
The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten...
ABLE accounts, which we have strongly recommended for several years, now have the additional benefit of providing an Illinois state...
From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article about my youngest child, Liam...
One of the core missions of Oak Wealth Advisors is to improve the lives of families with special needs members....
Having a mental illness presents challenges in individuals’ lives, but it should not define their lives. The same could be...
As we start 2018, there are now 31 states offering ABLE accounts and 23 of them are accessible to residents...
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm...
On Wednesday, March 22, 2017, the special needs community was able to breathe a collective sigh of relief. The U.S....
We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. ...
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-Please find important disclosures about this resource HERE....