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.
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.
Just for Fun
We enjoy hosting these relaxing events for our clients. It allows us to develop our relationships in new and unique ways.
WealthGuide Workshop
The Potential Impact of Politics on the Markets and Current Tax Code Opportunities
Thursday, June 13th, 6:30PM - 8:30PM
Pane Vino on the Avenue
3400 Monroe Ave., Rochester
Join us for themed cocktails and adding a touch of magic to the evening's entertainment.
Our Investment Insight will provide valuable insights from historical data on election results and whether your investment strategy should shift. We'll also explore what tax code changes could be on the horizon. Don't miss out on this captivating blend of entertainment and enlightenment!
Desserts will be served. Guests are welcome! Register by June 2nd
OakWood Women's Leaders
Paint, Sip & Plan
Thursday, July 25th, 12:00PM - 2:00PM
Deer Run Winery Luncheon
3772 W Lake Rd, Geneseo
Join us for a creative event where you’ll paint your own wine glass and enjoy tasting Deer Run Winery’s finest wines. Take home your masterpiece and sip in style!
Then we’ll delve into an Investment Insights on how to balance retirement enjoyment with long-term financial security. Ever heard of the retirement spending smile? It's a thought-provoking concept illustrating expenses throughout each retirement phase, guiding your income strategy. Your personalized financial plan should craft a rich and complex blend.
Guests are welcome! Register by July 11th
Beer, BBQ, and Backyard Games
Tuesday, August 27th, 5:30PM - 9:00PM
Rising Storm Brewing Co.
5750 South Lima Rd., Livonia
Back by popular demand! Join us for a relaxing night of live music and good eats. Friendly backyard game competitions will be taking place throughout the evening (participation optional). Register by August 13th
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
Tax Changes and Outlook for Next Year
Date and Time to be determined
We will cover hot topics including economic indicators, the latest headlines, potential market impact, and what opportunities may lie ahead. Register