Lunch and Learns
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, June 22nd, 12:00 – 12:45 p.m.
When to take Social Security and the Tax Implications
Discuss why opting to turn on Social Security at 62 may not be in your best interest. Learn how to maximize this benefit as part of your overall retirement income plan and what Social Security may look like in the future. Register by June 20th
Tuesday, October 26th, 12:00 – 12:45 p.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
Are you getting the personal attention you deserve?
The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.