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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, October 17, 2023 @ 7:30 pm - 8:30 pm

Planning for Adulthood and Continuity of Care

Thursday, October 26, 2023 @ 7:00 pm - 8:30 pm

Oak Wealth Advisors’ Top 11 Special Needs Financial Planning Tips | October 26, 2023

Tuesday, November 07, 2023 @ 2:30 pm - 4:00 pm

Discussion: The IEP process and introducing them to additional special education concepts

Thursday, December 07, 2023 @ 5:00 pm - 8:00 pm

Year-End Special Needs Planning Webinar 2023

Wednesday, February 21, 2024 @ 6:00 pm - 7:00 pm

A presentation: Overview of Government Benefits February 21, 2024

Tuesday, February 27, 2024 @ 11:30 am - 12:30 pm

Bioethics Reproduction and Reproductive Technologies Capstone class

Wednesday, February 28, 2024 @ 6:00 pm - 7:00 pm

Presentation- Planning for Adulthood and Continuity of Care

Tuesday, March 19, 2024 @ 2:30 pm - 4:00 pm

Financial Planning For Special Circumstances Capstone Class

Tuesday, March 26, 2024 @ 11:00 am - 12:00 pm

Presentation to the North Carolina Association of CPA’s | March 26, 2024

Tuesday, April 02, 2024 @ 12:00 pm - 1:00 pm

Oak Wealth Advisors’ The Top 11 Special Needs Financial Planning Tips | April 2, 2024

Wednesday, April 03, 2024 @ 6:00 pm - 7:00 pm

Presentation: Optimizing the Use of Special Needs Trusts and ABLE Accounts | New Trier High School

Monday, April 08, 2024 @ 6:00 pm - 8:30 pm

Expert Led Training | Topics: Special Needs Trusts (SNT) and ABLE Accounts

Upcoming Presentations

It's Okay to Laugh