Just for Fun

We enjoy hosting these relaxing events for our clients. It allows us to develop our relationships in new and unique ways.

​Registration Required​ 




OakWood Women's Leaders (OWLs) is a great opportunity for our clients to connect and learn more about financial planning and investing while having a good time. Guests are always welcome.

Registration Required   




Join an OakWood advisor for a short presentation with plenty of time for questions and answers.;Preregistration is not necessary but encouraged. Guests are always welcome.

Dial-in Number: 1-470-250-9358
Zoom Meeting ID: 841 400 2436

Join the Meeting

L&L Outlook 2022

Let's Play (Virtual) Bingo

March 28, 2023, 1:00 – 2:00 PM

Zoom Link

Dial-in phone number: (470) 250-9358

Meeting ID: 841 400 2436

You supply the luck and we'll provide the rest! Join your OakWood friends from anywhere to win great prizes. Follow along as the numbers are called until someone shouts BINGO! Dan and Mike will be your Bingo callers and are hard at work practicing their rhymes. Multiple games will be played, which means more chances to win. Register by March 16th to allow for your supplies to arrive on time. No computer necessary to participate. 

L&L Outlook 2022

Beer, BBQ, and Brackets

Date Coming Soon


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).  

L&L Outlook 2022

Join Us for Pasta Making

April 26, 2023, 12:00 – 12:00 PM

DoubleTree, 1111 Jefferson Road, Rochester



Financial Insights
We will focus on what we consider wealth escalators – the opportunities you can take advantage of to maximize your savings through investment and tax planning strategies. Whether it's not leaving free money on the table with employer-sponsored retirement plans, using tax arbitrage strategies, or revisiting past financial decisions, our goal is to provide you with actionable items you can start crossing off your list.

Homemade Filled Pasta Class
Christin Ortiz loves sharing her passion for food and will be joining us for an introduction to easy pasta making techniques! After practicing mixing, rolling, and cutting, we will dive into making our own ravioli – versatile pasta that allows your creative side room to run. Next up is a demonstration on how to make tortellini and a simple sauce to pair. Everyone will leave with their finished pasta and plenty of new recipes.  We welcome you to invite a guest. You are encouraged to bring an apron. Register by April 17th 


Wealth Guide 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

Registration Required 


L&L Outlook 2022

The New Retirement Rules: Understanding SECURE Act. 2.0

April 18, 2023, 12:00 – 12:45 PM


The SECURE Act 2.0 passed December 2022 with a total of roughly 100 provisions—mostly around retirement plans. We will highlight some of the key changes that could impact your financial planning and assess the implications. There are numerous benefits to investors relating to more time to save, more ways to save and more ways to use those funds. Register by April 17th 




L&L Outlook 2022

Tax Changes and Outlook for 2024

December 13, 2023, 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