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.
30
APR
2024 Retirement Check-Up
6:30 PM CST | Workshop Series
ELECTIONS, SOCIAL SECURITY, TAXES, MARKET VOLATILITY, INFLATION, MEDICARE AND MUCH MORE…
You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to retire and on the right track? Join us for an educational workshop covering the most commonly asked questions and concerns when retiring (and much more).
02
MAY
2024 Retirement Check-Up
6:30 PM CST | Workshop Series
ELECTIONS, SOCIAL SECURITY, TAXES, MARKET VOLATILITY, INFLATION, MEDICARE AND MUCH MORE…
You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to retire and on the right track? Join us for an educational workshop covering the most commonly asked questions and concerns when retiring (and much more).
14
MAY
The Baby Boomer Dilemma
6:30 PM CST | Movie Series
Delve into the intricacies of America’s retirement landscape with this revealing exposé. From corporate and public pensions to the complexities of Social Security, 401(k) plans, and annuities, this exploration offers a comprehensive examination of the nation’s retirement systems, shedding light on their strengths, shortcomings, and the implications for retirees.