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Posts filed under: The Special Needs Advisory

The Special Needs Advisory

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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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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What is the most important document you can create to help ensure that your loved one has the best possible...
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Mike Walther, the founder and president of Oak Wealth Advisors, here to share Tip #3 of our Top 10 Special...
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With the start of the school year right around the corner, Randi Gillespie shares her tips for preparing students and...
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Alex Astrella shares his inspiring journey and perspective as a documentary filmmaker with Autism. His latest project, "Free Play" tells...
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Pam Cusick shares how her firm, Rare Patient Voice, gives individuals with disabilities opportunities to get paid for sharing experiences...
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Tune in to hear what Randi Gillespie shares for Tip #2 of our Top 10 Special Needs Planning Tips series....
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Oak Wealth Advisors is proud to celebrate Disability Pride Month, an opportunity to honor the history, achievements, experiences, and struggles...
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Tip number 1: Connect with other families facing similar challenges, both locally and nationally. Building a support network can make...
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One of the most frustrating things for a family with a loved one with special needs is losing some of...
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A challenging journey for a family member with mental health challenges. In May, we celebrated Mental Health Awareness Month and...
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