Events
 

Just for Fun

 

Registration is required.
 

Register Now 

Guests are always welcome.

 

2022-2-8 Mindful Retirement Image
 

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

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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

events
 

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.
 

​Register Now​ 

Guests are always welcome.

2022-2-8 Mindful Retirement Image
 

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

 

Lunch and Learn

 

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

​Join the Meeting​ 

Preregistration is not necessary but encouraged.

L&L Outlook 2022
 

A Discussion on Women’s Wealth

September 20, 2022, 7:00 – 8:00 PM

 

Smart and empowered women are missing opportunities to invest in and fund their future. We will discuss why women need to talk more openly about finances and the steps you can take to begin to build wealth. This presentation is specifically for women in their 20s, 30s, and 40s. Register by September 19th 

L&L Outlook 2022
 

The Benefits of SAGE Scholars Tuition Rewards®

September 27, 2022, 12:00 – 12:45 PM (NEW DATE)

 

Our affiliation with SAGE Scholars Tuition Rewards® may benefit your children or grandchildren with their college tuition costs. This is a no-cost program offered to OakWood clients with eligible accounts. You accrue points like frequent flyer miles which then have the potential to reduce tuition costs at participating colleges. Register by September 26th 

L&L Outlook 2022
 

Learn About ESG Investments and Their Benefits

October 11, 2022, 7:00 – 8:30 PM

We will break down what ESG means, the criteria on which investments are evaluated, and our approach to integrating ESG into your portfolios. Learn how this strategy has grown from a small niche approach to an investment strategy that may meet or exceed the performance of its traditional peers while having a positive impact on society. Register by October 10th 

L&L Outlook 2022
 

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 

L&L Outlook 2022
 

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