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Parent, Expert, Author, Workshop Leader, Advisor

Rob is a sought-after speaker helping families and professionals make sense of financial planning for families like his.

Family groups

Rob speaks to parent, family and school groups and can lead a motivating informational talk or work with your group to participate in a longer workshop. Rob has spoken at schools, parent association meetings, Mom’s lunch groups, hospitals and many other places where parents and family members of individuals with intellectual and developmental disabilities meet to share and learn about the future.

Professional groups 

Rob speaks to groups of professionals working with families with special-needs members. Rob has addressed audiences at Estate Planning Councils, Financial Planning Associations, fi360 and other meetings of CPAs, attorneys, financial professionals and trust officers seeking to follow best practices. His speeches inspire the professional community to excel when working with families with special-needs members and educate them above specific planning techniques to improve long-term outcomes.

Topics for professional advisors include:

  • Hero planning – Embrace special-needs planning to help families
  • Able Act Accounts – Do we still need trusts?
  • Special-needs planning – Understanding issues before implementing a plan
  • Protecting families – insurance strategies based on rational choices
  • Managing assets in special-needs trusts

Association keynote or breakout sessions

Rob is available as a keynote speaker for conventions, associations serving families with a member who has intellectual or developmental disabilities or can offer a short workshop as a break-out session or a full-day workshop as a pre-conference session.


Contact us for available dates.