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. 

23
JUL

2024 Retirement Check-Up
6:30 PM CST | Dinner 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).

25
JUL

2024 Retirement Check-Up
6:30 PM CST | Dinner 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).

26
JUL

Saltdogs Outing
6:30 PM CST | Client Series

Experience the excitement of America’s favorite pastime with an exclusive event at the Saltdogs baseball game. Sip on refreshing drinks, savor tasty ballpark fare, and mingle with other enthusiasts as we root for our home team. It’s an unforgettable night of sports and camaraderie!

    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).