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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, April 17, 2024 @ 7:00 pm - 8:00 pm

Optimizing The Use of ABLE Accounts and Special Needs Trusts | Center for Independent Futures

Wednesday, April 24, 2024 @ 6:00 pm - 7:00 pm

Presentation: Planning for Adulthood

Tuesday, May 07, 2024 @ 6:00 pm - 7:00 pm

Optimizing the Use of ABLE Accounts and Special Needs Trusts | Kyo Care

Thursday, May 09, 2024 @ 9:00 pm - 10:00 pm

California State Fullerton Financial Planning Capstone Class

Tuesday, May 14, 2024 @ 6:00 pm - 7:00 pm

Presenting an overview of the major Government Benefit Programs

Tuesday, June 04, 2024 @ 6:00 pm - 7:00 pm

Planning For Adulthood and Continuity of Care

Tuesday, September 10, 2024 @ 6:00 pm - 7:00 pm

Presentation on Government Benefits | Sep 10 2024

Wednesday, September 25, 2024 @ 7:00 pm - 8:15 pm

Overview of Government Benefits | Workshop for A Sacred Trust

Tuesday, October 08, 2024 @ 6:00 pm - 7:00 pm

Optimizing the Use of ABLE Account and Special Needs Trusts | Giant Steps

Thursday, October 10, 2024 @ 7:00 pm - 8:00 pm

Oak Wealth Advisors’ Top 10 Special Needs Planning Tips | TrueNorth

Wednesday, October 16, 2024 @ 6:00 pm - 7:00 pm

Oak Wealth Advisors’ Top 10 Special Needs Planning Tips | New Trier High School | Oct 16

Tuesday, November 12, 2024

Discussion: Introduction to Intellectual and Developmental Disabilities Class | November 12, 2024

Upcoming Presentations

It's Okay to Laugh