WealthGuide Workshops
Join us for refreshments while learning about the planning strategies we use to help you achieve your lifestyle goals and retirement vision. These in person workshops are presented by OakWood's advisors.
Guests are always welcome.
March 29, 2022
6:30 – 7:00 PM Plated Dinner
7:00 – 8:30 PM Presentation
DoubleTree
1111 Jefferson Rd., Rochester, NY 14623
Menu: side salad, organic chicken, roasted potatoes, green beans, and chocolate cake. Vegetarian and gluten free meals may be requested in advance.
This two-topic workshop is for clients planning to retire within the next 3-10 years.
Mindful Retirement: It Takes More than Money
Does your retirement plan go beyond your bottom line to include fundamental considerations, such as health and wellness, relationships with family and friends, and meaningful ways to fill your time? We’ll examine how attitude and connection affect our experience once our prime earning days are over—and what we can do to prepare ourselves for some of the best years of our lives!
Planned Retirement: Financial Strategies That Can be Impactful
We’ll take a closer look at the opportunities available and how taking advantage of them today can make a significant difference in retirement. Topics will include approaches to managing tax brackets, using bucket strategies, leveraging HSA accounts, and taking a more strategic approach to the types of investments held in before- and after-tax accounts. Register by March 21st
November 15, 2022
11:00 AM – 1:30 PM
Apples are a symbol of education. Come learn a little about innovation and science.
Lunch will be served.
DoubleTree
1111 Jefferson Rd., Rochester, NY 14623
11:00 AM – The World in 2030, Steve Quagrello
"The World in 2030: 10 predictions for long-term investors" with Steve Quagrello, Sr. V.P. at American Funds. Investors have a tendency to think about investment performance in two-year increments even though their financial goals stretch over a longer time frame. We will explore innovations that may lead to long-term investment opportunities and help keep us focused on the future.
11:45 AM – Lunch and Brief Market Update, OakWood
Saying the market in 2022 has been a little volatile would certainly be an understatement. Sure, it has taken a few hits but a bruised apple isn't all bad – it still has tremendous potential. OakWood will provide a brief update on the outlook for the market, potential investment opportunities, and making prudent changes.
12:30 PM – The Science of Apples, Heather McKechney
An apple a day… Heather McKechney, a chemistry professor, will join us to discuss the science of apples. Yes, apples really are an amazing fruit and New York is one of the top producers in the world! Spend some time tasting apples and apple products while learning about the science that, as they say... keeps the doctor away.
Just for Fun
Registration is required.
Guests are always welcome.
Roc, Paper, Shred
May 17, 2022, 4:00 – 7:00 PM
190 Linden Oaks, Rochester
May 18, 2022, 11:00 AM – 2:00 PM
23 Highland Rd, Geneseo
Stop by to say hi and grab a bite! Roc City Sammich food truck will be serving sandwiches and sides. Please only bring “sensitive information” documents for shredding and any non-perishable food items are welcomed for donation to FoodLink. Register by May 10th
Beer, BBQ, and Brackets
August 23, 2022, 5:30 – 9:00 PM
Rising Storm Brewing Co.
5750 South Lima Rd, Livonia
Join us for a relaxing night of live music and good eats. A friendly corn hole tournament will be taking place throughout the evening (participation optional). Register by August 15th
Webinars
Join an OakWood advisor for a short presentation with plenty of time for questions and answers.
Dial-in Number: 1-470-250-9358
Zoom Meeting ID: 841 400 2436
Preregistration is not necessary but encouraged.
Tax Changes and the Outlook for 2023
December 13, 2022, 12:00 – 12:45 PM
We will cover hot topics including economic indicators, the latest headlines, potential market impact, and what opportunities may lie ahead. Register by December 12th
Take Investor360° to the Next Level
February 21, 2023, 12:00 – 12:45 PM
We will share our top 10 tips on how to best utilize Investor360°®. Whether you are just getting started or looking to expand your knowledge, this is the perfect opportunity to ask questions. Register by February 28th
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