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We share valuable information to help keep you informed, educated, and well-positioned to pursue your financial goals.

 

 

2021-12-7 Tax Changes. Inflation, and the Outlook for 2022
 

Webinar

Tax Changes, Inflation, and the Outlook for 2022

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

Event Details and Registration

year end planning
 

Your Guide to Year-End Financial Planning: A 10-Point Checklist

Use this helpful planning guide to start organizing your finances and identify the issues that affect you most.

Article
 

 

OakWood Events
 

OakWood Events

Join us for in-person workshops and webinars presented by OakWood advisors that are followed by Q&A sessions.

Registration is required and guests are always welcome.

Event Details and Registration

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Schedule a Meeting

Easily select a time to meet with an advisor that works best for you.

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Account Access

View your financial information all in one place.

 

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Market Updates

Get insights from Brad McMillan, CIO of Commonwealth Financial Network®.

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Financial Guidance

Read informative articles and financial tips.

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Worksheets & Reference Materials

Explore the useful financial planning resources we’ve gathered for you.

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Calculators

Use our helpful interactive tools and estimators.

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OWLs

Membership Access