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 Image

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 Image

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.





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(for all sessions)


Dial-in Number: 1-470-250-9358
Join Zoom Meeting: zoom.us
Meeting ID: 841 400 2436
Passcode: 1680190




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