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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.

Guest Speaker Katie Arnold - Executive Director of Our Place of New Trier, is dedicated to helping individuals with intellectual...
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Guest Speaker JJ Hanley - Deputy Chief Officer at the Office of the Illinois State Treasurer, shares her expertise on...
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Over the past 10 years, Oak Wealth Advisors has made it a priority to partner with organizations that provide meaningful...
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Denise Fisher is Co-Founder and Executive Director of Arts of Life, a nonprofit offering creative opportunities for people with disabilities...
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Tip #6 - Review beneficiary designations and account titles. This includes IRAs, retirement accounts, and life insurance policies…...
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Kandi Pickard is President and CEO of the National Down Syndrome Society (NDSS), which advocates for the rights and inclusion...
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Compassionate, Dedicated, Patient, Attentive, Empathetic, Nurturing, Resilient, Reliable, Responsible, and Always Available. These are just some of the adjectives that...
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Lauren is the co-founder of The Nora Project, a nonprofit dedicated to training and coaching educators to promote empathy and...
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Executive Director of 21 Pineapples, an inclusive apparel company Holly founded with her son, Nate, who has Down syndrome. Holly...
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An important update on a new rule from the Social Security Administration, effective as of October 1st, that could increase...
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Tip #5 is to surround your family and loved one with advocates and fiduciaries. Working with fiduciaries who are committed...
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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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