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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.

Virtual Online Presentation

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Discussion: An overview of Government Benefits | January 16, 2025
Oak Wealth Advisors’ Top 10 Special Needs Financial Planning Tips | Presentation for JCFS
Discussion: An overview of Government Benefits | December 4, 2024
An Overview of Government Benefits | TrueNorth
Discussion: Introduction to Intellectual and Developmental Disabilities Class | November 13, 2024
Planning for Adulthood and Continuity of Care | Nov 12, 2024
Discussion: Introduction to Intellectual and Developmental Disabilities Class | November 12, 2024
Oak Wealth Advisors’ Top 10 Special Needs Planning Tips | TrueNorth
Optimizing the Use of ABLE Account and Special Needs Trusts | Giant Steps
Presentation on Government Benefits | Sep 10 2024
Planning For Adulthood and Continuity of Care
Presenting an overview of the major Government Benefit Programs
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