Webinars
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
OWLs
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.
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.
Tax Changes and Outlook for 2024
December 12, 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 11th
OakWood Women’s Leaders Event
2024 Dates Coming Soon
Just for Fun
We enjoy hosting these relaxing events for our clients. It allows us to develop our relationships in new and unique ways.