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Upcoming Presentations

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

Events
Special Needs Planning

Thursday, January 16, 2025 @ 7:00 pm - 8:00 pm

Discussion: An overview of Government Benefits | January 16, 2025

Wednesday, January 22, 2025 @ 7:00 pm - 8:00 pm

Oak Wealth Advisors’ Top 10 Special Needs Planning Tips | Jan 22, 2025

Wednesday, January 29, 2025 @ 7:00 pm - 8:00 pm

Introduction to ABLE Accounts and Special Needs Trusts | January 29, 2025

Wednesday, February 05, 2025 @ 6:00 pm - 7:00 pm

Discussion: An overview of Government Benefits | New Trier

Thursday, February 06, 2025 @ 7:00 pm - 8:00 pm

Optimizing the Use of ABLE Accounts and Special Needs Trusts | TrueNorth

Wednesday, February 19, 2025 @ 6:00 pm - 7:00 pm

Discussion: An overview of Government Benefits | Warren Township High School

Thursday, March 06, 2025 @ 6:00 pm - 7:00 pm

Discussion: Optimizing ABLE Accounts and Special Needs Trusts | Warren Township High School

Thursday, March 13, 2025 @ 7:00 pm - 8:00 pm

Planning for Adulthood | TrueNorth

Thursday, March 27, 2025 @ 3:00 pm - 4:00 pm

Discussion: An overview of Government Benefits | March 27, 2025

Wednesday, April 16, 2025 @ 12:00 pm - 1:00 pm

Planning for Adulthood and Continuity of Care | Presentation for NDSS

Saturday, April 26, 2025 @ 10:15 am - 11:00 am

Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | Giant Steps

Wednesday, May 14, 2025 @ 12:00 pm - 1:00 pm

An overview of Government Benefits | Presentation for NDSS

Upcoming Presentations

It's Okay to Laugh