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Our Awards
Oak Wealth Advisors listed as one of
America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
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Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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All posts by: Oak Wealth Advisors Team
Oak Wealth Advisors Team
Please find important disclosures about this resource
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Top 10 Special Needs Planning Tips – #1 Video
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Tip number 1: Connect with other families facing similar challenges, both locally and nationally. Building a support network can make...
Read More →
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2024 Changes to ISM Rules
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
One of the most frustrating things for a family with a loved one with special needs is losing some of...
Read More →
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Arc Dane County Community Awards 2024
by
Oak Wealth Advisors Team
June 17, 2024
In The Media-Articles
0
Senior Consultant Ryan McGuire was recently honored as a recipient of the Arc-Dane County Community Award for 2024. Ryan was...
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A Shining Moment – A journey with mental health challenges
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
0
A challenging journey for a family member with mental health challenges. In May, we celebrated Mental Health Awareness Month and...
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Meet Our New Intern – Mickey Cohen
by
Oak Wealth Advisors Team
June 17, 2024
In The Media-Articles
0
We are very excited to introduce Mickey Cohen, our new summer intern at our Northbrook office! Mickey has a great...
Read More →
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Episode 9 of the Special Needs Voice Podcast
Featuring Guest Nancy Gianni
by
Oak Wealth Advisors Team
June 17, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Nancy explains how she built a global network of playhouses for the Down syndrome community that provides resources and education...
Read More →
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Episode 8 Of The Special Needs Voice Podcast
Featuring Susan Hudkins
by
Oak Wealth Advisors Team
June 17, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Our Director of Special Needs Services, Randi Gillespie is speaking with a friend of Oak Wealth Advisors, Susan Hudkins. Susan...
Read More →
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Episode 7 of the Special Needs Voice Podcast
Featuring Guest Erik Carter
by
Oak Wealth Advisors Team
May 14, 2024
Special Needs Podcasts
0
The Luther Sweet Endowed Chair in Disabilities at Baylor University. Widely considered to be the leading voice on the intersection...
Read More →
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NAPFA Podcast – Featuring Mike Walther
by
Oak Wealth Advisors Team
May 14, 2024
Special Needs Podcasts
0
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?
by
Oak Wealth Advisors Team
May 11, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Does it make sense to maintain a Special Needs Trust if an individual is no longer seeking or eligible for...
Read More →
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Discover how Supported Decision-Making empowers individuals with disabilities
by
Oak Wealth Advisors Team
May 11, 2024
The Special Needs Advisory
0
Supported Decision Making (SDM) is a mechanism that empowers individuals with disabilities…to maintain their decision-making capacity with the assistance of...
Read More →
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Congratulations to AbleVoices photographer, Alyssa Ray
by
Oak Wealth Advisors Team
May 11, 2024
In The Media-Articles
0
(Posted on the AbleVoices Facebook Page May 8, 2024) Congratulations to AbleVoices photographer, Alyssa Ray! Her photograph was selected by...
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