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 advisors.


Where: DoubleTree (1111 Jefferson Rd., Rochester, NY 14623)

Registration is required.

​Register Now​ 

Guests are always welcome.

2022-2-8 Mindful Retirement Image

Tuesday, February 8th, 2022
​6:30 – 7:00 p.m. Plated Dinner
7:00 – 8:30 p.m. Presentation

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 January 31st

2022 Women Future Image

Date To Come In 2022

Women as Investors: Funding Your Present and Future Self

Make the most of your retirement while maintaining your long-term security as you navigate the three stages of retirement and their individual impacts on spending. We will discuss how tax planning, strategically using your assets for cash flow, understanding the new Secure Act, avoiding the Medicare cliff, leveraging the value of your home, and other opportunities can help to maximize your nest egg throughout retirement.


Lunch and Learn


Lunch and Learn Webinars

Grab your lunch and join an OakWood advisor to discuss financial topics in a small group setting. These sessions will include a short presentation on the topic with plenty of time for individual questions and answers.

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

​Join the Meeting​ 

Preregistration is not necessary for Lunch and Learns, but it gives us an idea on who to expect.

L&L Outlook 2022

Tuesday, December 7th, 12:00 – 12:45 p.m.

Tax Changes, Inflation, and the Outlook for 2022


With 2021 and the uncertainty of COVID in the rearview mirror, we will cover hot topics including economic indicators, inflation, consumer confidence, and the latest news and legislation out of Washington – as well as discuss the potential impact on the markets and what opportunities may be in the making. Register by December 5th