Our Presentation Calendar

**This event has been cancelled**

Please join Neil Mahoney, Certified Financial Planner and Randi Gillespie, Director of Special Needs Services from Oak Wealth Advisors for a virtual informational workshop focusing on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts. This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

Mike Walther will be presenting an overview of the major Government Benefit Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. ...DETAILS HERE

**This event has been cancelled**

Please join Neil Mahoney, Certified Financial Planner and Randi Gillespie, Director of Special Needs Services for a virtual informational hour. Parents and guardians will learn about Guardianship, Powers of Attorney and Supported Decision Making. ...DETAILS HERE

This presentation is beneficial for families with a loved one who is in high school or transitioning to adulthood.Please join us for an informational hour with Mike Walther and Randi Gillespie focusing on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision-Making. ...DETAILS HERE