Our clients have let us know that ongoing education is important to them.  We periodically host online webinars for our clients and the general public on topics we feel are important.  We hope you are able to take advantage of our convenient and informative webinars this year!

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 22, 2019

9:00a - 12:00p

Oak Tree Wealth Management Parking Lot

Free Shredding Event

Join us for a free shredding event to clean out all your unneeded paperwork. Invite your friends and family for this valuable free service!

May 14, 2019

12:15p - 12:45p

Online Webinar

Behind the Scenes with AssetMark's Due Diligence

Please join me for a 35 minute online presentation if you would like to better understand all of the work that goes on behind the scenes before I even make an investment suggestion to you.

Event Registration