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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, 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

Thursday, June 15, 2023 @ 12:00 pm - 1:30 pm

Planning For Adulthood and Continuity of Care

Thursday, September 07, 2023 @ 7:30 pm - 8:30 pm

Government Benefits: SSI, Medicaid, SNAP

Tuesday, October 03, 2023 @ 7:00 pm - 8:30 pm

Presentation: Special Needs Financial Planning Tips | October 3, 2023

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

Upcoming Presentations

It's Okay to Laugh