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.
Guests are always welcome.
Tuesday, October 5th, 9:30 – 11:00 a.m. or 7:00 – 8:30 p.m.
ESG (Environmental, Social, Governance) Investments, an Introduction to Socially Responsible Investing (SRI)
Socially responsible investing is a strategy that aims to generate both a positive impact on society and financial gains for investors. Learn how SRI has grown from a small niche approach thought to come at the expense of returns into an investment strategy that may meet or exceed performance of its traditional peers. We will break down what ESG means, the criteria on which investments are evaluated, and our approach to integrating ESG into our portfolios. Register by September 27th
Tuesday, November 16th, 9:30 – 11:00 a.m.
This two-topic workshop is geared for clients and guests who are close to or already retired.
The Art of Retirement: Managing Your Retirement Income and Spending Strategies
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.
Planned Results or Unintended Consequences: Your Estate Plan May Need an Update
Learn about common mistakes made with beneficiaries, the different types of POA’s, what isn’t covered by wills, and how to strategically transfer remaining wealth to the next generation. Register by November 8th
Tuesday, February 8th, 2022, 7:00 – 8:30 p.m.
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
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 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
Preregistration is not necessary for Lunch and Learns, but it gives us an idea on who to expect.
Tuesday, October 26th, 12:00 – 12:45p.m.
Portfolio Diversification Terminology Explained
Are you interested in learning what differentiates a Small Cap from a Mid Cap fund, how to recognize growth vs. value stocks, and familiarizing yourself with sector funds and emerging markets? Take a closer look at the building blocks of a diversified portfolio, the role each plays, and what these various terms mean. Register by October 24th
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
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