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Thursday, March 19, 2020

Special Needs Planning Presentation | March 19, 2020

Puzzle Pieces and Oak-Wealth-Advisors-Presentation-March-19-2020

The Essential Elements of a Successful Special Needs Plan. With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors can help your family sleep better at night, have more fun in your lives and increase the amount of money that you have available. They do not sell insurance. They simplify the complex and provide strategies and actions that you can implement to improve your lives. Oak Wealth Advisors understands the…

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Thursday, March 19, 2020 @ 5:00 pm - 6:30 pm
Von Steuben Metropolitan Science Center Social Room, 5039 North Kimball Avenue
Chicago, IL 60625 United States

Tuesday, April 21, 2020

A Night with Illinois Special Needs Planning Experts | April 21, 2020

Oak-Wealth-Presentation-April-21-2020

Presentation: Protecting Someone Special

Learn how you can protect the future of loved ones with special needs through Guardianship, Powers of Attorney, Trustees and Supported Decision Making.

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Tuesday, April 21, 2020 @ 7:00 pm - 8:30 pm
Plum Grove Banquet Hall, 4001 Park Drive
Palatine, IL 60067 United States

Thursday, May 14, 2020

Special Needs Planning Presentation | May 14, 2020

Oak-Wealth-Advisors-Presentation-May-14-2020 hand writing on glass with paper

Evaluating Guardianship and other Assisted Decision-Making Alternatives. The options for assisted decision-making for those with special needs can be confusing, costly, and overwhelming for parents and caregivers. Oak Wealth Advisors‘, Mike Walther, along with Nancy Spain, a special needs estate planning and guardianship attorney from Spain, Spain and Varnet with decades of experience, will help families compare their options so that they can be confident in making the best decision for their loved one. RSVP by May 7th to Jen…

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Thursday, May 14, 2020 @ 5:00 pm - 6:30 pm
Von Steuben Metropolitan Science Center Social Room, 5039 North Kimball Avenue
Chicago, IL 60625 United States
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