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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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Optimizing ABLE Accounts and Special Needs Trusts | Northbrook YMCA
Oak Wealth Advisors’ Top 10 Special Needs Planning Recommendations | True North
An overview of Government Benefits | Presentation for NDSS
Planning for Adulthood and Continuity of Care | Presentation for NDSS
Discussion: An overview of Government Benefits | March 27, 2025
Planning for Adulthood | TrueNorth
Discussion: Optimizing ABLE Accounts and Special Needs Trusts | Warren Township High School
Discussion: An overview of Government Benefits | Warren Township High School
Optimizing the Use of ABLE Accounts and Special Needs Trusts | TrueNorth
Introduction to ABLE Accounts and Special Needs Trusts | January 29, 2025
Oak Wealth Advisors’ Top 10 Special Needs Planning Tips | Jan 22, 2025
Discussion: An overview of Government Benefits | January 16, 2025
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