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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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California State Fullerton Financial Planning Capstone Class
Optimizing the Use of ABLE Accounts and Special Needs Trusts | Kyo Care
Optimizing The Use of ABLE Accounts and Special Needs Trusts | Center for Independent Futures
Overview of Government Benefits Programs
Expert Led Training | Topics: Special Needs Trusts (SNT) and ABLE Accounts
Oak Wealth Advisors’ The Top 11 Special Needs Financial Planning Tips | April 2, 2024
Presentation to the North Carolina Association of CPA’s | March 26, 2024
Presentation- Planning for Adulthood and Continuity of Care
Year-End Special Needs Planning Webinar 2023
Planning for Adulthood and Continuity of Care
Government Benefits: SSI, Medicaid, SNAP
Planning For Adulthood and Continuity of Care
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It's Okay to Laugh