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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

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

Planning for Adulthood and Continuity of Care | Presentation for NDSS

Flyer for a 'Day of Connections' event on Saturday, April 26th in Lisle, IL.

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

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

Puzzle pieces forming the phrase 'Benefits Overview of Government Benefits Presentation'.

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

An overview of Government Benefits | Presentation for NDSS

Friday, May 15, 2026 @ 9:00 am - 10:15 am

The Essential Elements of Successful Special Needs Financial Planning | Circles of Life 2026 Conference

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Upcoming Presentations

Book cover with a laughing emoji and the title

It's Okay to Laugh