Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.
Oak Wealth Advisors, LLC 836 Skokie Boulevard Northbrook, IL 60062
Mike’s panel will use case studies to highlight the best practices for using ABLE Accounts and offer advice to avoid mistakes Friday, May 3, 2019 10:45 am – 12:00 pm The Drake Hotel 140 E. Walton Place Chicago, IL 60611
Join Mike for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs Sunday, July 28, 2019 1:30 pm – 2:15 pm and 3:00 pm – 3:45 pm Renaissance Chicago Downtown Hotel 1 West Upper Wacker Drive Chicago, IL 60601
Join Mike Walther and other experts as they explain how they have built practices that focus on helping clients with specific planning needs. Thursday, August 15, 2019 The Mid-America Club 200 East Randolph Drive 80th Floor, Chicago, IL 60601 Learn more here: https://www.riasummits.com/midwest
Join Mike Walther of Oak Wealth Advisors for an engaging and informative workshop that will help you create long-term plans for your loved one with special needs. NAMI- CCNS Annual Meeting Essential Elements of a Successful Special Needs Plan September 11, 2019 7:30-8:30pm Journey Care 2050 Claire Ct. Glenview, IL 60025 This presentation will provide attendees with information to improve the planning for their loved one with special needs, simplifying complex rules and highlighting the opportunities for the greatest impact.…
A Night of Housing Tips with Special Needs Planning Experts Thursday, Sept 26, 2019 7:00 – 8:30 pm Takiff Center Community Hall 999 Green Bay Road, Glencoe IL 60022 A town hall discussion covering one of the most challenging issues facing families with loved ones with disabilities – housing. The night will include discussions covering the following housing topics: HOUSING FOR INDIVIDUALS Challenges and Realities Outcomes and Quality of Life One family’s story Options and Creative Approaches Dr. Meghan Burke,…