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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.

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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“What makes parenting a young adult with Down syndrome different than parenting an adult without a disability?” My answer was...
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Ryan McGuire was recently featured as a guest on the Healthy Love and Money podcast. In this insightful episode, Ryan...
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Explore the Top 10 Special Needs Financial Planning tips in a short video presented by Mike Walther of Oak Wealth...
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We are very excited to announce the launch of our podcast, Special Needs Voice.
The podcast will feature guests from around...
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