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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.

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

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

Wednesday, January 15, 2025 @ 7:00 pm - 8:15 pm

Planning For Adulthood and Continuity of Care | Workshop for A Sacred Trust

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

Monday, March 10, 2025 @ 1:00 pm - 4:30 pm

Wealth Management and Financial Planning Capstone Class | March 10, 2025

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

Upcoming Presentations

It's Okay to Laugh