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Posts filed under: The Special Needs Advisory

The Special Needs Advisory

Oak Wealth Advisors provides special needs planning and collaborates with other specialists and advisors to provide comprehensive and objective support to families with special needs members.

Please find important disclosures about this resource HERE.

Tip #11 - Create a Safety Plan that focuses on the challenges your family member with special needs may face...
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Our Guest Speaker: Founder of Benefit Boost, Inc., Teri Bodeman assists individuals with disabilities and their families in the process...
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People with disabilities are entitled to a free, lifetime, National Parks and Federal Recreational Lands Access Pass to visit over...
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Guest Speakers - Dan & Samuel Habib, The Emmy award winning father-son filmmaking team behind My Disability Roadmap and The...
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Special Needs Financial Planning Tip No 10 by Mike Walther of Oak Wealth Advisors: Coordinate your planning with your relatives’...
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Guest Speaker - Rick Hayduk, CEO of Good Shepherd Hospitality, known for the Good Shepherd hotel located in Clemson, South...
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In this month's installment, Randi Gillespie shares our next tip #9, from our Top 10 Special Needs Financial Planning Series....
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Special Needs Financial Planning Tip #8 by Mike Walther of Oak Wealth Advisors: Develop A List of Future Caregivers…...
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Guest Speaker - Amy McCarty: Partner at Monahan Law Group in Chicago, Amy is recognized as a leading attorney in...
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The Think Differently Database Act, which mandates the creation of a comprehensive national resource database for individuals with disabilities and...
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Oak Wealth Advisors is thrilled to announce that Ryan Niemiller, the talented comedian who placed third in his season on...
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Tip number 7 is to establish an ABLE Savings Account to benefit an individual with a disability.…...
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