Inspired by the workbook Get It Together: Organize Your Records So Your Family Won’t Have To, by Melanie Cullen and Shae Irving, and In Case You Get Hit By A Bus, by Abby Schneiderman, Adam Seifer, and Gene Newman. We will begin this course during the first week of February in 2022. Exact dates and times to be determined. After gathering some very positive feedback, we’re very excited to open the course up to you!
Organizing Your Life Files
Social Security Webinar
OWA Client Appreciation Event
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.
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.