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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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Presentation- Planning for Adulthood and Continuity of Care
Presentation to the North Carolina Association of CPA’s | March 26, 2024
Oak Wealth Advisors’ The Top 11 Special Needs Financial Planning Tips | April 2, 2024
Presentation: Optimizing the Use of Special Needs Trusts and ABLE Accounts | New Trier High School
Expert Led Training | Topics: Special Needs Trusts (SNT) and ABLE Accounts
Overview of Government Benefits Programs
Optimizing The Use of ABLE Accounts and Special Needs Trusts | Center for Independent Futures
Presentation: Planning for Adulthood
Optimizing the Use of ABLE Accounts and Special Needs Trusts | Kyo Care
Presenting an overview of the major Government Benefit Programs
Planning For Adulthood and Continuity of Care
Presentation on Government Benefits | Sep 10 2024
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