Upcoming Events
Our events are the closest thing to being part of the Oswald Financial Group family and a great opportunity to see if we’re the right fit for you. We’re sailing through the year helping individuals learn and achieve financial success. This gives you a chance to see how we think, meet our team, and get all of your questions answered.
17
APR
Supper & Success
6:30 PM CST | Client Series
Our way of welcoming new clients into the family. It’s an evening of good food, great company, and even better conversations. You’ll have the chance to meet other new clients, ask any burning financial questions, and get to know our team in a relaxed, no-pressure setting.
24
APR
Smart Retirement Tax
6:30 PM CST | Dinner Series
Are you unknowingly giving the IRS a retirement bonus? Join us for a deep dive into tax planning strategies designed to help retirees keep more of their hard-earned money. We’ll break down key tax law changes, explore smart moves for IRAs and 401(k)s, and discuss whether now is the perfect time for a ROTH conversion. If you like saving money (and who doesn’t?), this is one event you won’t want to miss!
08
MAY
Retire & Inspire
6:30 PM CST | Client Series
Retire & Inspire is all about sharing financial success! Bring a friend and join us for a fun, insightful event where you’ll both learn smart strategies to make the most of retirement. Because great friends help each other thrive—today and in the future!
13
MAY
Will Your Financial Plan Survive?
6:30 PM CST | Dinner Series
Join us for a quick, no-nonsense session on how to protect your money, maximize Social Security, dodge rising taxes, plan for healthcare costs, and create income that actually lasts. It’s the retirement prep you didn’t know you needed—minus the boring stuff.
15
MAY
Will Your Financial Plan Survive?
6:30 PM CST | Dinner Series
Join us for a quick, no-nonsense session on how to protect your money, maximize Social Security, dodge rising taxes, plan for healthcare costs, and create income that actually lasts. It’s the retirement prep you didn’t know you needed—minus the boring stuff.
05
JUN
Fore & Friends
1:00 PM CST | Client Series
A day on the green filled with great conversation, plenty of laughs, and maybe even a few impressive golf shots (no promises). Fore & Friends is a chance to enjoy some quality time with Bryan, connect outside the office, and bring along a guest of your choice for a laid-back, invite-only golf outing.
We’ll take care of the golf, the food, and the fun—you just show up ready to swing, snack, and socialize. Whether your game is scratch or… scratched, we promise a good time either way.