Wednesday, January 08, 2025 @ 6:00 pm - 7:00 pm

Oak Wealth Advisors’ Top 10 Special Needs Financial Planning Tips | Presentation for JCFS

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Wednesday, December 04, 2024 @ 7:00 pm - 8:00 pm

Discussion: An overview of Government Benefits | December 4, 2024

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Thursday, November 14, 2024 @ 7:00 pm - 8:00 pm

An Overview of Government Benefits | TrueNorth

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Wednesday, November 13, 2024

Discussion: Introduction to Intellectual and Developmental Disabilities Class | November 13, 2024

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Tuesday, November 12, 2024 @ 6:00 pm - 7:00 pm

Planning for Adulthood and Continuity of Care | Nov 12, 2024

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Tuesday, November 12, 2024

Discussion: Introduction to Intellectual and Developmental Disabilities Class | November 12, 2024

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Thursday, October 10, 2024 @ 7:00 pm - 8:00 pm

Oak Wealth Advisors’ Top 10 Special Needs Planning Tips | TrueNorth

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Tuesday, October 08, 2024 @ 6:00 pm - 7:00 pm

Optimizing the Use of ABLE Account and Special Needs Trusts | Giant Steps

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Tuesday, September 10, 2024 @ 6:00 pm - 7:00 pm

Presentation on Government Benefits | Sep 10 2024

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Tuesday, June 04, 2024 @ 6:00 pm - 7:00 pm

Planning For Adulthood and Continuity of Care

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Tuesday, May 14, 2024 @ 6:00 pm - 7:00 pm

Presenting an overview of the major Government Benefit Programs

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Thursday, May 09, 2024 @ 9:00 pm - 10:00 pm

California State Fullerton Financial Planning Capstone Class

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