Our Awards
Oak Wealth Advisors listed as one of
America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
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
[email protected]
847-945-8888
Serving Clients Nationwide
Tap to Call
Client Account Access
Form CRS
Our Awards
Oak Wealth Advisors listed as one of
America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
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: Special Needs Podcasts
The Special Needs Advisory
Special Needs Podcasts
Special Needs Podcasts
Please find important disclosures about this resource
HERE
.
+
Podcast 2024 Wrap Up
by
Oak Wealth Advisors Team
January 20, 2025
Special Needs Podcasts
,
The Special Needs Advisory
0
At the beginning of 2024, we launched The Special Needs Voice, our original podcast, which highlights individuals and organizations in...
Read More →
+
Podcast Episode 22 | The Special Needs Voice Podcast Featuring Angie Gallus
by
Oak Wealth Advisors Team
January 20, 2025
Special Needs Podcasts
,
The Special Needs Advisory
0
Guest Speaker Angie Gallus - Vice President of Mission Advancement at KLN Family Brands and co-founder of Finley’s a dog...
Read More →
+
Podcast Episode 21 | The Special Needs Voice Podcast Featuring Katie Arnold
by
Oak Wealth Advisors Team
December 27, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Guest Speaker Katie Arnold - Executive Director of Our Place of New Trier, is dedicated to helping individuals with intellectual...
Read More →
+
Podcast Episode 20 | The Special Needs Voice Podcast Featuring JJ Hanley
by
Oak Wealth Advisors Team
December 27, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Guest Speaker JJ Hanley - Deputy Chief Officer at the Office of the Illinois State Treasurer, shares her expertise on...
Read More →
+
Podcast Episode 19 | The Special Needs Voice Podcast Featuring Denise Fisher
by
Oak Wealth Advisors Team
December 2, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Denise Fisher is Co-Founder and Executive Director of Arts of Life, a nonprofit offering creative opportunities for people with disabilities...
Read More →
+
Podcast Episode 18 | The Special Needs Voice Podcast Featuring Kandi Pickard
by
Oak Wealth Advisors Team
November 26, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Kandi Pickard is President and CEO of the National Down Syndrome Society (NDSS), which advocates for the rights and inclusion...
Read More →
+
Episode 17 Of The Special Needs Voice Podcast Featuring Guest Lauren Schrero
by
Oak Wealth Advisors Team
October 26, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Lauren is the co-founder of The Nora Project, a nonprofit dedicated to training and coaching educators to promote empathy and...
Read More →
+
Episode 16 Of The Special Needs Voice Podcast Featuring Guest Holly Simon
by
Oak Wealth Advisors Team
October 22, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Executive Director of 21 Pineapples, an inclusive apparel company Holly founded with her son, Nate, who has Down syndrome. Holly...
Read More →
+
Episode 15 Of The Special Needs Voice Podcast Featuring Guest Caroline Gaynor
by
Oak Wealth Advisors Team
October 5, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Caroline shares everything from how she first got involved, to how it’s shaped her worldview, and how she got a...
Read More →
+
Episode 14 Of The Special Needs Voice Podcast Featuring Guest Ashley Kim Weiss
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Ashley uses her passion and social media savvy to provide advocacy and community for families seeking the best housing and...
Read More →
+
Episode 13 Of The Special Needs Voice Podcast Featuring Guest Rosemary Alfredo
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Rosemary Alfredo shares her inspiring journey with her daughter, Collette, a 32-year-old motivational speaker, disability advocate, and owner of Collettey's...
Read More →
+
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 →
1
2