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

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.
Past Events

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