WealthGuide Webinar Series
Please join us and our guest speakers for presentations on a variety of important topics. OakWood advisors will close each session with a brief market update. Guests are welcome!
Women, Wealth, & Wellbeing
Tuesday, December 1, 2020
4:00 p.m. – 5:00 p.m.
Women are well on their way to holding the majority of wealth in the U.S. with many taking on the traditional role of “breadwinner” or being solely responsible for their finances. Define what wealth means to you, learn how to make sense of the headlines today by overcoming preconceptions, and gain actionable steps to build your financial foundation.
The Psychology of Investing
Tuesday, January 19, 2021
11:00 a.m. – 12:00 p.m.
Investors’ thoughts and emotions affect investment decisions, often turning a well-intentioned investor into his or her own worst enemy. We will highlight the two emotions that often contribute to bad investing behavior and how advisors can help mitigate the impact of these behavioral biases.
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.