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News & Insights

Charitable Giving for 2025 & 2026
Podcasts & Tips
Oak Wealth Advisors' charitable giving plans for 2025 and 2026.
Podcast Episode 31 | The Special Needs Voice Featuring Chris Male
Podcasts & Tips
Chris Male, co-founder of The Action, featured on Special Needs Voice podcast.
Oak Wealth Advisors at the Book Stall
Announcements
Author signing books and engaging with readers at a bookstore event.
Community Perk of the Month: Student Loan Forgiveness for Individuals with Disabilities
Podcasts & Tips
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The Blue Envelope Program
Podcasts & Tips
Logo of Oak Wealth Advisors beside text about The Blue Envelope Program.
Community Perk of the Month: Wings for All
Podcasts & Tips
View from an airplane window with The Arc's Wings for Autism logo.
Podcast Episode 30 | The Special Needs Voice Featuring Katie Stoneburner
Podcasts & Tips
Podcast episode featuring Katie Stoneburner discussing disability inclusion and diversity.
Oak Wealth Advisors Market Update: Q2 2025
Market Insights
2025 2nd Quarter Market Update by Michael Walther, CPA, CFS, CFP®.
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Upcoming Presentations
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Available Now
It's Okay to Laugh