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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.

Tuesday, September 10, 2024 @ 6:00 pm - 7:00 pm

Presentation on Government Benefits | Sep 10 2024

Wednesday, September 25, 2024 @ 7:00 pm - 8:15 pm

Overview of Government Benefits | Workshop for A Sacred Trust

Tuesday, October 08, 2024 @ 6:00 pm - 7:00 pm

Optimizing the Use of ABLE Account and Special Needs Trusts | Giant Steps

Thursday, October 10, 2024 @ 7:00 pm - 8:00 pm

Oak Wealth Advisors’ Top 10 Special Needs Planning Tips | TrueNorth

Wednesday, October 16, 2024 @ 6:00 pm - 7:00 pm

Oak Wealth Advisors’ Top 10 Special Needs Planning Tips | New Trier High School | Oct 16

Tuesday, November 12, 2024

Discussion: Introduction to Intellectual and Developmental Disabilities Class | November 12, 2024

Tuesday, November 12, 2024 @ 6:00 pm - 7:00 pm

Planning for Adulthood and Continuity of Care | Nov 12, 2024

Wednesday, November 13, 2024

Discussion: Introduction to Intellectual and Developmental Disabilities Class | November 13, 2024

Thursday, November 14, 2024 @ 7:00 pm - 8:00 pm

An Overview of Government Benefits | TrueNorth

Wednesday, November 20, 2024 @ 6:00 pm - 7:00 pm

Introduction to ABLE Accounts and Special Needs Trusts | November 20, 2024

Wednesday, December 04, 2024 @ 7:00 pm - 8:00 pm

Discussion: An overview of Government Benefits | December 4, 2024

Wednesday, January 08, 2025 @ 6:00 pm - 7:00 pm

Oak Wealth Advisors’ Top 10 Special Needs Financial Planning Tips | Presentation for JCFS

Upcoming Presentations

It's Okay to Laugh