The Advocate Blog

Advocacy: Collaborating For Success with Rich Weinfeld

The Special Needs Connection Podcast

"Rich Weinfeld is the Director and Founder of Weinfeld Education Group, LLC, (WEG) a group of 50 educational consultants, psychologists, and a variety of other providers of related student services, dedicated to helping all students reach their potential."

Mr. Weinfeld describes the importance of collaboration between parent and school staff when planning for students with special needs; his online training program for parents and professionals who want to learn to be more effective advocates for student with special needs. He also discusses the yearly Diamonds in the Rough Conference that trains professionals and parents about interventions that work for these students. You are encouraged to visit his website, listed below, to learn more about all of these endeavors.

You Are Going To Die, So Let’s Talk About It with Jon Braddock (Podcast)

Jon Braddock is an author, speaker and professional advisor/coach. After more than 30 years as a successful employee benefit and retirement planning consultant, his personal life experience led him to focus in a new direction – getting our digital lives in order.

You may reach Mr. Braddock at the website below or give him a call:


Phone: 1-844-369-4747

How Clients Choose Us

Here's a short video on how we help potential clients choose the right financial advisor (hint: We're not always the right fit!) But the process we use may help determine what type of financial advisor you need, how you should pay and be charged fees, and what services you should be receiving for those fees.…
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Our March 2017 Newsletter Is Out!

Happy St. Patrick's Day! We will be mailing our newsletter by March 10th, but you can get a sneak peek of it by clicking below. If you'd like to get on the mailing list (where you get the entire newsletter, all the inserts, and our monthly contest page), just click here. Enjoy this month's edition…
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Why DIY Investment Management Is Such a Risk

  Paying attention to the wrong things becomes all too easy.   If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management can be a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching…
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