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All posts by: Oak Wealth Advisors Team

We are very excited to introduce Mickey Cohen, our new summer intern at our Northbrook office! Mickey has a great...
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Nancy explains how she built a global network of playhouses for the Down syndrome community that provides resources and education...
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Our Director of Special Needs Services, Randi Gillespie is speaking with a friend of Oak Wealth Advisors, Susan Hudkins. Susan...
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The Luther Sweet Endowed Chair in Disabilities at Baylor University. Widely considered to be the leading voice on the intersection...
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Mike Walther highlighting the Skills in the Disability Community and Planning for those with Special Needs on the NAPFA Nation...
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Does it make sense to maintain a Special Needs Trust if an individual is no longer seeking or eligible for...
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Supported Decision Making (SDM) is a mechanism that empowers individuals with disabilities…to maintain their decision-making capacity with the assistance of...
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(Posted on the AbleVoices Facebook Page May 8, 2024) Congratulations to AbleVoices photographer, Alyssa Ray! Her photograph was selected by...
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Episode 6 - Featuring Judy Reilly The enthusiastic Director of the U Conn Center for Neurodiversity and Employment Innovation. Judy shares...
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In our 1st Quarter Market Update, Mike Walther discusses the current state of the market and the returns we have...
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IRA distribution rules have changed several times over the past several years so we want to make sure that you...
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Ep. 4 – Blaine Brockman Blaine is the Chair of the ARC of Ohio and was instrumental in the creation...
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