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Oak Wealth Advisors' Publications | Blog

Read our publications from the Archives

Some parents mistakenly believe, adding a child with a disability as a co-signer on a...
Below is the Oak Wealth Advisors Key Numbers document that has helped so many of...
Having thorough and current medical records can often be the difference between receiving or being...
A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for...
Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as...
Planning for a loved one with special needs extends beyond financial planning. Whether it is...
Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to...
While getting and keeping Medicaid services has never been easy, the challenges are about to...
As we approach the end of the third quarter, we want to update you on...
When a Family Member With Special Needs Lives With Parents or Siblings In a perfect...
Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a...
Essential Elements of a Successful Special Needs Plan - Join Mike Walther of Oak Wealth...

Learn from special needs planning experts and peers

Thursday, Sept 26, 2019
7:00 – 8:30...

Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing...