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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
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Our Podcasts
Special Needs Advice Videos
In The Media
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In The Media
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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Meet Our New Intern – Mickey Cohen
by
Oak Wealth Advisors Team
June 17, 2024
In The Media-Articles
0
We are very excited to introduce Mickey Cohen, our new summer intern at our Northbrook...
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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
,
The Special Needs Advisory
0
Nancy explains how she built a global network of playhouses for the Down syndrome community...
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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
,
The Special Needs Advisory
0
Our Director of Special Needs Services, Randi Gillespie is speaking with a friend of Oak...
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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...
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NAPFA Podcast – Featuring Mike Walther
by
Oak Wealth Advisors Team
May 14, 2024
Special Needs Podcasts
0
Mike Walther highlighting the Skills in the Disability Community and Planning for those with Special...
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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
,
Videos | Special Needs Advice
0
Does it make sense to maintain a Special Needs Trust if an individual is no...
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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
0
Supported Decision Making (SDM) is a mechanism that empowers individuals with disabilities…to maintain their decision-making...
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Congratulations to AbleVoices photographer, Alyssa Ray
by
Oak Wealth Advisors Team
May 11, 2024
In The Media-Articles
0
(Posted on the AbleVoices Facebook Page May 8, 2024) Congratulations to AbleVoices photographer, Alyssa Ray!...
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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
,
The Special Needs Advisory
0
Episode 6 - Featuring Judy Reilly The enthusiastic Director of the U Conn Center for Neurodiversity...
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First Quarter Market Update | Video
by
Oak Wealth Advisors Team
April 15, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
In our 1st Quarter Market Update, Mike Walther discusses the current state of the market...
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2024 IRA Distribution Rules from Oak Wealth Advisors | Video
by
Oak Wealth Advisors Team
April 15, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
IRA distribution rules have changed several times over the past several years so we want...
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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...
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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...
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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
0
211 Wisconsin – Connecting you with thousands of nonprofit and government services in your area....
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Neil Mahoney met up with my529 at a recent event – Here’s what they discussed
by
Oak Wealth Advisors Team
March 27, 2024
In The Media-Articles
0
Financial Planning For Children With Special Needs my529 met Neil Mahoney of Oak Wealth Advisors...
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