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
JAN
Retirement Tax Strategies for 2025
6:30 PM CST | Dinner Series
Feeling unsure about how taxes, market volatility, and inflation could impact your retirement? Learn how to potentially reduce taxes, maximize your income, and position yourself for success in today’s market environment.
04
FEB
Retire & Inspire
6:30 PM CST | Client Series
20
FEB
Taxes in Retirement
6:30 PM CST | Dinner Series
Tackle the thrilling world of retirement taxes, including the latest tax changes, and share strategies to help minimize the taxation of your Social Security benefits. Because, let’s face it, your paycheck may have stopped, but taxes won’t.
11
MAR
Will Your Financial Plan Survive?
6:30 PM CST | Dinner Series
Learn about asset protection, social security, tax reduction strategies and more!
13
MAR
Will Your Financial Plan Survive?
6:30 PM CST | Dinner Series
Learn about asset protection, social security, tax reduction strategies and more!