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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 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

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

Monday, July 14, 2025 @ 11:00 am - 5:00 pm

An Overview of Government Benefits | Presentation for NDSS

Upcoming Presentations

It's Okay to Laugh