
Just for Fun
Registration is required.
Guests are always welcome.

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

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

WealthGuide Workshop
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