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. 

27
APR

Changing Spaces
5:45 PM| Educational Series

Learn about efficient, affordable and caring services for rightsizing and moving to a living situation that best meets your needs.

18
APR

Taxes in Retirement
6:30 PM | Seminar Series

Join us to learn about traditional tax planning strategies, key changes from the 2017 tax cuts, how things changed with the SECURE Act, and why NOW might be a great window of opportunity for a ROTH IRa conversion.

20
APR

Taxes in Retirement
6:30 PM | Seminar Series

Join us to learn about traditional tax planning strategies, key changes from the 2017 tax cuts, how things changed with the SECURE Act, and why NOW might be a great window of opportunity for a ROTH IRa conversion.

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