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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, February 20, 2019 @ 6:30 pm - 8:00 pm

The Essential Elements Of A Successful Special Needs Plan – Feb 20, 2019

Monday, March 11, 2019 @ 6:30 pm - 6:30 pm

The Essential Elements of A Successful Special Needs Plan | March 11, 2019

Wednesday, April 17, 2019 @ 6:30 pm - 8:00 pm

The Essential Elements Of A Successful Special Needs Plan – April 17, 2019

Thursday, May 02, 2019 @ 9:00 am - 3:30 pm

Financial Planning for Persons with Disabilities

Friday, May 03, 2019 @ 10:30 am - 12:00 pm

New Developments and Creative Strategies for ABLE Accounts

Thursday, August 15, 2019

Experts Presentation at Midwest RIA Summit | August 15, 2019

Wednesday, September 11, 2019 @ 7:30 pm - 8:00 pm

Essential Elements of a Successful Special Needs Plan | Sept 11, 2019

Upcoming Presentations

It's Okay to Laugh