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.