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SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
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
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Our People
In The Media
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Posts filed under: The Special Needs Advisory
The Special Needs Advisory
Special Needs Podcasts
The Special Needs Advisory
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Episode 17 Of The Special Needs Voice Podcast Featuring Guest Lauren Schrero
by
Oak Wealth Advisors Team
October 26, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Lauren is the co-founder of The Nora Project, a nonprofit dedicated to training and coaching educators to promote empathy and...
Read More →
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Episode 16 Of The Special Needs Voice Podcast Featuring Guest Holly Simon
by
Oak Wealth Advisors Team
October 22, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Executive Director of 21 Pineapples, an inclusive apparel company Holly founded with her son, Nate, who has Down syndrome. Holly...
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Stop Losing a Portion of Your Loved One’s SSI Check
by
Oak Wealth Advisors Team
October 15, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
An important update on a new rule from the Social Security Administration, effective as of October 1st, that could increase...
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Special Needs Financial Planning Tip #5
by
Oak Wealth Advisors Team
October 15, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Tip #5 is to surround your family and loved one with advocates and fiduciaries. Working with fiduciaries who are committed...
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Episode 15 Of The Special Needs Voice Podcast Featuring Guest Caroline Gaynor
by
Oak Wealth Advisors Team
October 5, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Caroline shares everything from how she first got involved, to how it’s shaped her worldview, and how she got a...
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Special Needs Financial Planning Tip #4
by
Oak Wealth Advisors Team
September 25, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
In this months installment, Neil Mahoney shares Tip #4 of our planning series:
How Special Needs Trusts can supplement government...
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Episode 14 Of The Special Needs Voice Podcast Featuring Guest Ashley Kim Weiss
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Ashley uses her passion and social media savvy to provide advocacy and community for families seeking the best housing and...
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Episode 13 Of The Special Needs Voice Podcast Featuring Guest Rosemary Alfredo
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Rosemary Alfredo shares her inspiring journey with her daughter, Collette, a 32-year-old motivational speaker, disability advocate, and owner of Collettey's...
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Episode 12 Of The Special Needs Voice Podcast Featuring Guest Scott Nixon
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
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The Special Needs Advisory
0
Scott Nixon, Executive Director of Life's Plan Inc. for over 17 years, shares his extensive experience managing pooled trusts that...
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Cyber Security Recommendation 2024
by
Oak Wealth Advisors Team
September 23, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
0
Mike Walther discusses how you can safeguard your personal information by freezing your credit with the three major bureaus. It's...
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The Ultimate Care Guide – The Most Important Document You Will Ever Create
by
Oak Wealth Advisors Team
August 2, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
0
What is the most important document you can create to help ensure that your loved one has the best possible...
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Special Needs Financial Planning Tips #3
by
Oak Wealth Advisors Team
August 2, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
0
Mike Walther, the founder and president of Oak Wealth Advisors, here to share Tip #3 of our Top 10 Special...
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