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AWARD WINNING
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 12 Of The Special Needs Voice Podcast Featuring Guest Scott Nixon
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
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...
Read More →
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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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Preparing for a Successful School Year 2024
by
Oak Wealth Advisors Team
July 29, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
0
With the start of the school year right around the corner, Randi Gillespie shares her tips for preparing students and...
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Episode 11 Of The Special Needs Voice Podcast Featuring Guest Alex Astrella
by
Oak Wealth Advisors Team
July 28, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Alex Astrella shares his inspiring journey and perspective as a documentary filmmaker with Autism. His latest project, "Free Play" tells...
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Episode 10 Of The Special Needs Voice Podcast Featuring Guest Pam Cusick
by
Oak Wealth Advisors Team
July 16, 2024
Special Needs Podcasts
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The Special Needs Advisory
0
Pam Cusick shares how her firm, Rare Patient Voice, gives individuals with disabilities opportunities to get paid for sharing experiences...
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Top 10 Special Needs Planning Tips – #2 Video
by
Oak Wealth Advisors Team
July 16, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
0
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
by
Oak Wealth Advisors Team
July 14, 2024
The Special Needs Advisory
0
Oak Wealth Advisors is proud to celebrate Disability Pride Month, an opportunity to honor the history, achievements, experiences, and struggles...
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Top 10 Special Needs Planning Tips – #1 Video
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Tip number 1: Connect with other families facing similar challenges, both locally and nationally. Building a support network can make...
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2024 Changes to ISM Rules
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
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 Shining Moment – A journey with mental health challenges
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
0
A challenging journey for a family member with mental health challenges. In May, we celebrated Mental Health Awareness Month and...
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