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.
25
NOV
Thanksgiving Pie
Client Series
We’re thankful for the wonderful people who make up the Oswald Financial Family! Each year, we celebrate by sharing pies with our top clients as a sweet reminder of our gratitude. From all of us to you—Happy Thanksgiving!
04
DEC
Retirement Workshop
6:30 PM CST | Dinner Series
Let’s face it — the national debt is sky-high, taxes are historically low, and we all know Uncle Sam doesn’t just let things slide. So here’s the million-dollar question: when you retire, do you think taxes will be higher or lower than they are today? (Yeah… we thought so too.)
Join us for a free, eye-opening workshop that tackles the BIG questions about retirement:
05
DEC
Holiday Party
6:15 PM CST | Client Series
It’s the most wonderful time of the year — and one of our favorite traditions! Join us for an evening of good cheer, great company, and festive fun as we celebrate another incredible year together. Enjoy food, laughter, and holiday spirit with the Oswald Financial Family. We can’t wait to celebrate with you!