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
info@oakwealth.com
847-945-8888
Serving Clients Nationwide
Tap to Call
Client Account Access
Form CRS
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
MEET WITH US
Menu
Posts filed under: The Special Needs Advisory
The Special Needs Advisory
The Special Needs Advisory
+
Does it make sense to maintain a Special Needs Trust?
by
Oak Wealth Advisors Team
May 11, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Does it make sense to maintain a Special Needs Trust if an individual is no longer seeking or eligible for...
Read More →
+
Discover how Supported Decision-Making empowers individuals with disabilities
by
Oak Wealth Advisors Team
May 11, 2024
The Special Needs Advisory
0
Supported Decision Making (SDM) is a mechanism that empowers individuals with disabilities…to maintain their decision-making capacity with the assistance of...
Read More →
+
Episode 6 of the Special Needs Voice Podcast Featuring Judy Reilly
by
Oak Wealth Advisors Team
May 9, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Episode 6 - Featuring Judy Reilly The enthusiastic Director of the U Conn Center for Neurodiversity and Employment Innovation. Judy shares...
Read More →
+
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...
Read More →
+
Planning for the Neurodivergent Population
by
Michael Walther
April 15, 2024
The Special Needs Advisory
0
Providing services for the neurodivergent community can be incredibly rewarding but it is also filled with challenges. Unlike many specific...
Read More →
+
211 Wisconsin – Connecting you with nonprofit and government services
by
Oak Wealth Advisors Team
April 15, 2024
The Special Needs Advisory
0
211 Wisconsin – Connecting you with thousands of nonprofit and government services in your area. Wisconsin residents have access to...
Read More →
+
Two new episodes of The Special Needs Voice are now available
by
Oak Wealth Advisors Team
March 15, 2024
Special Needs Podcasts
0
This podcast on spotify will feature guests from around the country, highlighting some of the amazing leaders in the special...
Read More →
+
The Essential Elements of a Special Needs Plan presented in collaboration with The Arc-Dane County
by
Oak Wealth Advisors Team
March 14, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Ryan McGuire, in collaboration with the Arc-Dane County, has created a video series covering the essentials of special needs financial...
Read More →
+
What makes parenting a young adult with Down syndrome different?
by
Oak Wealth Advisors Team
March 14, 2024
The Special Needs Advisory
0
“What makes parenting a young adult with Down syndrome different than parenting an adult without a disability?” My answer was...
Read More →
+
Ryan McGuire – featured guest on the Healthy Love and Money podcast
by
Oak Wealth Advisors Team
February 8, 2024
In The Media-Articles
,
Special Needs Podcasts
0
Ryan McGuire was recently featured as a guest on the Healthy Love and Money podcast. In this insightful episode, Ryan...
Read More →
+
Special Needs Financial Planning Tips Video Feb 2024
by
Oak Wealth Advisors Team
February 8, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Explore the Top 10 Special Needs Financial Planning tips in a short video presented by Mike Walther of Oak Wealth...
Read More →
+
Announcing our new and informative Special Needs Voice
by
Oak Wealth Advisors Team
January 5, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
We are very excited to announce the launch of our podcast,
Special Needs Voice.
The podcast will feature guests from around...
Read More →
1
2
3
4
5