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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, October 26, 2022 @ 6:00 pm - 7:00 pm

Overview of Government Benefits | October 26, 2022

Monday, November 14, 2022 @ 12:00 pm - 1:30 pm

Discussion: Expediting Success and the Future of Financial Services
November 14, 2022

Friday, January 13, 2023 @ 9:00 am - 9:00 am

Discussion: Special Needs Planning Essentials for Financial Advisors | Jan 13, 2023

Wednesday, January 25, 2023 @ 6:00 pm - 7:00 pm

Optimizing the Use of Special Needs Trusts and ABLE Accounts | January 25, 2023

Tuesday, January 31, 2023

Discussion January 31, 2023: The topic will focus on Down Syndrome

Saturday, February 11, 2023 @ 9:50 am - 9:50 am

Special Needs Planning Symposium February 2023

Thursday, February 23, 2023 @ 6:00 pm - 7:30 pm

Essential Elements of a Special Needs Financial Plan | February 23, 2023

Wednesday, March 15, 2023 @ 6:00 pm - 7:00 pm

Decision Making Options for Your Loved One with A Disability | March 15, 2023

Monday, April 24, 2023 @ 6:00 pm - 8:30 pm

Presentation: Expert Led Training Session on the topics of Special Needs Trusts (SNT) and ABLE accounts

Thursday, May 11, 2023 @ 12:00 pm - 1:30 pm

Optimizing the Use of Special Needs Trusts and ABLE Accounts | Together For Choice

Tuesday, May 30, 2023 @ 7:30 pm - 8:30 pm

Optimizing the Use of ABLE Accounts and Special Needs Trusts | GiGi’s Playhouse

Thursday, June 08, 2023

Presentation: Curated Planning for Individuals with Incapacity or Other Disabilities

Upcoming Presentations

It's Okay to Laugh