It’s mid-September and that means that Oak Partners Inc. and their clients and guests took to the links at Youche Country Club in Crown Point for the 13th Annual Oak Partners Golf Outing. Oak Partners’ advisors, staff, clients and guests were...
Read MoreOak Partners Inc. Welcomes New Communications Coordinator Jessica Wotherspoon
Recently, Jessica Wotherspoon joined the team at Oak Partners in Crown Point as their new Communication Coordinator. A native of Cedar Lake, Wotherspoon brings with her a bachelors degree from Purdue University Northwest and a history of working in...
Read MoreMarc Ruiz of Oak Partners: Mind on Money: ABLE Offers Financial Stability for Children With Special Needs
In 2014, the Federal Government passed the Achieving a Better Life Experience Act (ABLE). This new law was actually an extension of the 529 college savings laws. It allowed money to be held for a disabled child’s use without adversely affecting...
Read MoreMarc Ruiz of Oak Partners: Special Needs Require Special Planning
It’s been nearly eight years since my youngest son Ethan was born with Down Syndrome. Ethan, or “E” as I call him, has become my adventuring partner and the apple of my eye. His coming into our family has opened many new doors in my life. One...
Read MoreOak Partners Host 8th Annual Garden Walk at The Shrine of Christ’s Passion
On Friday morning, representatives from Oak Partners, Inc. welcomed 85 of their clients and clients’ family members to the 8th Annual Garden Walk at the Shrine of Christ’s Passion in St. John. Attendees were able to walk the incredible grounds,...
Read MoreOak Partners Celebrates Their Annual Margarita Night
Inside Abuelo’s Mexican Restaurant on Thursday night, the loud chatter turned to even louder laughter as Oak Partners passed red noses to over 150 clients in celebration of Red Nose Day during their eighth annual Margarita Mingle. The clients and...
Read MoreOak Partners Hosts Luncheon To Help Attendees Navigate Through Medicare Questions
Medicare can be a difficult and daunting program to navigate when you aren’t certain where to start. So, Thursday afternoon, Oak Partners, Inc. welcomed clients and anyone looking to have their questions answered to a luncheon at Gino’s...
Read MoreOak Partners, Inc. Hold Thier 8th Annual March Madness Event at True BBQ
Oak Partners threw a successful day of barbecue, beer, and basketball. About 110 clients were invited to True BBQ and Whiskey Bar, where they spent time getting to know each other, all while enjoying some March Madness college basketball. Oak...
Read MoreMarc Ruiz of Oak Partners: Student Loans Ahead: Proceed With Caution
For parents of high school seniors college plans are beginning to firm up around this time of year. Financial packages offered by universities are typically released in the March time frame and the reality of financing a college education will soon...
Read MoreOak Partners, Inc. Provides Clients, Families a Fun Evening at Central Park Plaza Ice Rink
On Wednesday, Oak Partners, Inc continued to build their presence in Valparaiso by inviting clients and their families to the new Central Park Plaza Ice Rink in downtown Valparaiso for an evening of skating. Oak Partners expected around 160 clients...
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