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Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
Special Needs
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Special Needs Resources
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Oak Wealth Advisors' Publications | Blog
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Oak Wealth Advisors’ Publications | All
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Market Update – May 2024
by
Oak Wealth Advisors Team
June 18, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
May was a great month in the market, listen as Mike Walther breaks down some of the numbers and shares...
Continue Reading →
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Top 10 Special Needs Planning Tips – #1 Video
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
0
Tip number 1: Connect with other families facing similar challenges, both locally and nationally. Building a support network can make...
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2024 Changes to ISM Rules
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
One of the most frustrating things for a family with a loved one with special needs is losing some of...
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Arc Dane County Community Awards 2024
by
Oak Wealth Advisors Team
June 17, 2024
In The Media-Articles
0
Senior Consultant Ryan McGuire was recently honored as a recipient of the Arc-Dane County Community Award for 2024. Ryan was...
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A Shining Moment – A journey with mental health challenges
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
0
A challenging journey for a family member with mental health challenges. In May, we celebrated Mental Health Awareness Month and...
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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 office! Mickey has a great...
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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 that provides resources and education...
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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 Wealth Advisors, Susan Hudkins. Susan...
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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 leading voice on the intersection...
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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 Needs on the NAPFA Nation...
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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 longer seeking or eligible for...
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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 capacity with the assistance of...
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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! Her photograph was selected by...
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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 and Employment Innovation. Judy shares...
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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 and the returns we have...
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