Skip Navigation

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.

Special Needs Financial Planning

Virtual event poster for Oak Tree Plantation, Feb 18, 2021.

Thursday, February 18, 2021 @ 7:00 pm - 8:30 pm

Virtual Special Needs Planning Presentation | Feb 18, 2021

Chalkboard with 'Top 10 Special Needs Financial Planning Tips' written on it.

Wednesday, January 22, 2025 @ 7:00 pm - 8:00 pm

Oak Wealth Advisors’ Top 10 Special Needs Planning Tips | Jan 22, 2025

Flyer for a 'Day of Connections' event on Saturday, April 26th in Lisle, IL.

Saturday, April 26, 2025 @ 10:15 am - 11:00 am

Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | Giant Steps

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