Here at Oswego Wealth Advisors, we enjoy planning events. We will highlight past events and provide details on upcoming events on this page.
Tax Planning Tips for 2021 & Beyond
Wednesday, April 21, 2021 / 12pm PDT
The teams at Oswego Wealth Advisors, Abrahamson Wealth Advisors and Wellstone Wealth Management invite you to attend a special, virtual LUNCH & LEARN event. During this session, guest expert Dean Mioli, Director of Investment Planning at SEI, will explore possible changes to the tax code and what it could mean for you. The webinar will include discussions around:
- Proposed tax law changes from the Biden administration;
- Potential impact of proposed changes on investors;
- Potential effects of the interest rate environment; and,
- Ways tax-management can help you achieve your financial goals.
Fraud Awareness Webinar
Virtual Holiday Baking Event
On Dec. 19th we hosted a baking event via Zoom with Craig and Chef Andrea. Click the button below to download.
Transcript from Oswego Wealth Advisors’ FAFSA Webinar held on November 11, 2020. For video or audio recordings of this Q&A, please contact Terri@oswegowealthadvisors.com and a copy will be sent to your email.
Take the first step in managing your financial future.
Set up a free, no-obligation exploratory meeting today.
An initial 15-minute conversation will help us get to know you and your needs. It will also help determine if we are a good match to help you on your financial path.
Investment advice offered through Oswego Wealth Advisors, Inc., a Registered Investment Advisor.