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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
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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Posts filed under: The Special Needs Advisory
The Special Needs Advisory
The Special Needs Advisory
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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
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A challenging journey for a family member with mental health challenges. In May, we celebrated Mental Health Awareness Month and...
Read More →
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Episode 9 of the Special Needs Voice Podcast
Featuring Guest Nancy Gianni
by
Oak Wealth Advisors Team
June 17, 2024
Special Needs Podcasts
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The Special Needs Advisory
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Nancy explains how she built a global network of playhouses for the Down syndrome community that provides resources and education...
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Episode 8 Of The Special Needs Voice Podcast
Featuring Susan Hudkins
by
Oak Wealth Advisors Team
June 17, 2024
Special Needs Podcasts
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The Special Needs Advisory
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Our Director of Special Needs Services, Randi Gillespie is speaking with a friend of Oak Wealth Advisors, Susan Hudkins. Susan...
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Episode 7 of the Special Needs Voice Podcast
Featuring Guest Erik Carter
by
Oak Wealth Advisors Team
May 14, 2024
Special Needs Podcasts
0
The Luther Sweet Endowed Chair in Disabilities at Baylor University. Widely considered to be the leading voice on the intersection...
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NAPFA Podcast – Featuring Mike Walther
by
Oak Wealth Advisors Team
May 14, 2024
Special Needs Podcasts
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Mike Walther highlighting the Skills in the Disability Community and Planning for those with Special Needs on the NAPFA Nation...
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Does it make sense to maintain a Special Needs Trust?
by
Oak Wealth Advisors Team
May 11, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
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Does it make sense to maintain a Special Needs Trust if an individual is no longer seeking or eligible for...
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Discover how Supported Decision-Making empowers individuals with disabilities
by
Oak Wealth Advisors Team
May 11, 2024
The Special Needs Advisory
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Supported Decision Making (SDM) is a mechanism that empowers individuals with disabilities…to maintain their decision-making capacity with the assistance of...
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Episode 6 of the Special Needs Voice Podcast Featuring Judy Reilly
by
Oak Wealth Advisors Team
May 9, 2024
Special Needs Podcasts
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The Special Needs Advisory
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Episode 6 - Featuring Judy Reilly The enthusiastic Director of the U Conn Center for Neurodiversity and Employment Innovation. Judy shares...
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Episodes 4 and 5 of The Special Needs Voice are now available
by
Oak Wealth Advisors Team
April 15, 2024
Special Needs Podcasts
0
Ep. 4 – Blaine Brockman Blaine is the Chair of the ARC of Ohio and was instrumental in the creation...
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Planning for the Neurodivergent Population
by
Michael Walther
April 15, 2024
The Special Needs Advisory
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Providing services for the neurodivergent community can be incredibly rewarding but it is also filled with challenges. Unlike many specific...
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211 Wisconsin – Connecting you with nonprofit and government services
by
Oak Wealth Advisors Team
April 15, 2024
The Special Needs Advisory
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211 Wisconsin – Connecting you with thousands of nonprofit and government services in your area. Wisconsin residents have access to...
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Two new episodes of The Special Needs Voice are now available
by
Oak Wealth Advisors Team
March 15, 2024
Special Needs Podcasts
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This podcast on spotify will feature guests from around the country, highlighting some of the amazing leaders in the special...
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