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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.

Nancy explains how she built a global network of playhouses for the Down syndrome community that provides resources and education...
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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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The Luther Sweet Endowed Chair in Disabilities at Baylor University. Widely considered to be the leading voice on the intersection...
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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 if an individual is no longer seeking or eligible for...
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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 - Featuring Judy Reilly The enthusiastic Director of the U Conn Center for Neurodiversity and Employment Innovation. Judy shares...
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Ep. 4 – Blaine Brockman Blaine is the Chair of the ARC of Ohio and was instrumental in the creation...
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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 thousands of nonprofit and government services in your area. Wisconsin residents have access to...
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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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Ryan McGuire, in collaboration with the Arc-Dane County, has created a video series covering the essentials of special needs financial...
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