Oswego Wealth Advisors

Events

Here at Oswego Wealth Advisors, we enjoy planning events. We will highlight past events and provide details on upcoming events on this page.

Upcoming Events

OWA Client Appreciation Event

Join us for a live summer concert, featuring Journey tribute band Stone in Love! We will treat you to food and beverages as we get together to enjoy faithful renditions of classic hits from one of the most beloved rock groups of all time!

Date: Wednesday, August 25

Time: 6:00 – 8:30pm PDT

Location: Westlake Park, Lake Oswego

Space is limited, so contact terri@oswegowealthadvisors.com to secure your spot by 8/20! We hope to see you there!

Past Events

Tax Planning Tips for 2021 & Beyond

Wednesday, April 21, 2021 / 12pm PDT

On Wednesday, April 21, the teams at Oswego Wealth Advisors, SpringSource Wealth Advisors and Wellstone Wealth Management presented a special, virtual LUNCH & LEARN event. During this session, guest expert Dean Mioli, Director of Investment Planning at SEI, shared possible changes to the tax code and what it could mean for you.

View Presentation Slides

Download On Demand Version of the Event

Fraud Awareness Webinar

This live session was held over Zoom on February 23 and hosted by Wealth Manager Craig Childress. Special guest Ellen Klem, Director of Consumer Outreach and Education at the Oregon Department of Justice, walked through ways to avoid falling victim by identifying and stopping fraud before it starts. Access the full transcript along with additional information shared here.

Transcript and resources

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.

2020 Holiday Recipe Exchange PDF

FAFSA Q&A

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.

FAFSA Q&A Transcript

Take the first step in managing your financial future.

Set up a free, no-obligation exploratory meeting today.

Schedule a 15-Min Call

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.

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Investment advice offered through Oswego Wealth Advisors, Inc., a Registered Investment Advisor.