The Special Needs Advisory
Please find important disclosures about this resource HERE.
Tip #6 - Review beneficiary designations and account titles. This includes IRAs, retirement accounts, and life insurance policies…...
For more than a decade, we have collaborated with various disability organizations to create artwork for our Oak Wealth Advisors...
At the beginning of 2024, we launched The Special Needs Voice, our original podcast, which highlights individuals and organizations in...
Guest Speaker Angie Gallus - Vice President of Mission Advancement at KLN Family Brands and co-founder of Finley’s a dog...
Our goal is to help 10,000 people over the next 10 years! The future of Oak Wealth Advisors is very...
Guest Speaker Katie Arnold - Executive Director of Our Place of New Trier, is dedicated to helping individuals with intellectual...
Guest Speaker JJ Hanley - Deputy Chief Officer at the Office of the Illinois State Treasurer, shares her expertise on...
Over the past 10 years, Oak Wealth Advisors has made it a priority to partner with organizations that provide meaningful...
Denise Fisher is Co-Founder and Executive Director of Arts of Life, a nonprofit offering creative opportunities for people with disabilities...
Tip #6 - Review beneficiary designations and account titles. This includes IRAs, retirement accounts, and life insurance policies…...
Kandi Pickard is President and CEO of the National Down Syndrome Society (NDSS), which advocates for the rights and inclusion...
Compassionate, Dedicated, Patient, Attentive, Empathetic, Nurturing, Resilient, Reliable, Responsible, and Always Available. These are just some of the adjectives that...