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Our Presentation Calendar

Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.

Special Needs Planning

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  2. Special Needs Planning

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Today

Optimizing the Use of ABLE Accounts and Special Needs Trusts

Virtual On-line Presentation
Online Event

**This event has been cancelled**

Please join Neil Mahoney, Certified Financial Planner and Randi Gillespie, Director of Special Needs Services from Oak Wealth Advisors for a virtual informational workshop focusing on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts. This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

...DETAILS HERE

Planning For Adulthood and Continuity of Care

Virtual On-line Presentation
Online Event

**This event has been cancelled**

Please join Neil Mahoney, Certified Financial Planner and Randi Gillespie, Director of Special Needs Services for a virtual informational hour. Parents and guardians will learn about Guardianship, Powers of Attorney and Supported Decision Making. ...DETAILS HERE

Government Benefits, SNT/ABLE Accounts and Planning for Adulthood | Sep 10 2024

Virtual On-line Presentation
Online Event

This presentation is beneficial for families with a loved one who is in high school or transitioning to adulthood.Please join us for an informational hour with Mike Walther and Randi Gillespie focusing on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision-Making. ...DETAILS HERE

Government Benefits, SNT/ABLE Accounts and Planning for Adulthood | Oct 8 2024

Virtual On-line Presentation

This presentation is beneficial for families with a loved one who is in high school or transitioning to adulthood.Please join us for an informational hour with Mike Walther and Randi Gillespie focusing on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision-Making. ...DETAILS HERE