847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062

Due to Covid 19 we have no live sessions
planned for the rest of the year.
We are actively working with a number of organizations
to do private online sessions for their communities.
We look forward to having more sessions available
to the public as soon as it is safe to do so.

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Thursday, August 15, 2019

Experts Presentation at Midwest RIA Summit | August 15, 2019

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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

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Thursday, August 15, 2019
The Mid-America Club, 200 East Randolph Drive, 80th flr.
Chicago, IL 60601 United States

Wednesday, September 11, 2019

Essential Elements of a Successful Special Needs Plan | Sept 11, 2019

NAMI-CCNS-Annual-Meeting-Oak-Wealth-Advisors-Presentation

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.…

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Wednesday, September 11, 2019 @ 7:30 pm - 8:00 pm CDT
Journey Care, 2050 Claire Ct.
Glenview, IL 60025 United States

A Night with Special Needs Planning Experts – Sept 26, 2019

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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,…

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Thursday, September 26, 2019 @ 7:00 pm - 8:30 pm CDT
Takiff Center Community Hall, 999 Green Bay Road
Glencoe, IL 60022 United States

Thursday, March 19, 2020

Special Needs Planning 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 CDT
Von Steuben Metropolitan Science Center Social Room, 5039 North Kimball Avenue
Chicago, IL 60625 United States

Saturday, April 18, 2020

Transition Summit – Focus On Finances | April 18, 2020

NOTE * THIS EVENT HAS BEEN POSTPONED
Saturday, April 18, 2020 @ 9:00 am – 3:00 pm

Hoffman Estates Village Hall
1900 Hassell Rd
Hoffman Estates, IL 60169

Simplifying The Complex:
The Essential Elements of a Special Needs Plan

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Saturday, April 18, 2020 @ 9:00 am - 3:00 pm CDT
Hoffman Estates Village Hall, 1900 Hassell Rd
Hoffman Estates, IL 60169 United States

Decision Making Assistance for our Loved Ones With Special Needs – Town Hall Discussion

NOTE * THIS EVENT HAS BEEN POSTPONED
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 CDT
Plum Grove Banquet Hall, 4001 Park Drive
Palatine, IL 60067 United States
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