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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.

Webinar slide about planning for special needs in estate planning.

Thursday, March 26, 2026 @ 6:00 pm - 7:00 pm

Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | Center for Independent Futures

Flyer for a Special Needs Planning webinar hosted by Oak Foundation and The King's Daughters' School.

Thursday, April 02, 2026 @ 10:00 am - 11:00 am

Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | The King’s Daughters’ School

Friday, May 15, 2026 @ 9:00 am - 10:15 am

The Essential Elements of Successful Special Needs Financial Planning | Circles of Life 2026 Conference

Man in business attire smiling and gesturing during a meeting.

Upcoming Presentations

Book cover with a laughing emoji and the title

It's Okay to Laugh