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.
13
AUG
De-Risk Your Retirement
6:30 PM CST | Dinner Series
You will learn about the following topics in easy to understand terms:
What are the damaging impacts of taxes?
What are the risks with the current market and our economy?
How to preserve your assets from unnecessary risk.
Ways to potentially reduce your tax burden.
15
AUG
De-Risk Your Retirement
6:30 PM CST | Dinner Series
You will learn about the following topics in easy to understand terms:
What are the damaging impacts of taxes?
What are the risks with the current market and our economy?
How to preserve your assets from unnecessary risk.
Ways to potentially reduce your tax burden.
17
SEPT
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).
19
SEPT
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).
13
SEPT
Annual Shred Day
3:00 PM CST | Client Series
It’s that time again! Our Annual Shred Day is back with mouthwatering food, refreshing drinks, and soothing massages. Bring your personal documents to our secure shred truck and enjoy a day dedicated to both fun and security. Let’s make shredding enjoyable together!