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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.

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Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | Center for Independent Futures
Planning For Adulthood and Continuity of Care | The King’s Daughters’ School
An Overview of Government Benefits | Center for Independent Futures
Optimizing the Use of Able Accounts & Special Needs Trusts | Center for Independent Futures
Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | The King’s Daughters’ School
Planning for Adulthood and Continuity of Care | Center for Independent Futures
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It's Okay to Laugh