Events

Check out upcoming and past events. Interested in seeing us cover a particular topic? Send a note to terri@oswegowealthadvisors.com!

Upcoming Events

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!

Learn about our Life File course

Past Events

Organizing Your Life Files

On Wednesday, January 19, 2022, Oswego Wealth Advisors hosted an enlightening conversation about the most important gift you can leave behind for your loved ones: clarity and simplicity.

The OWA team was excited to host the authors of “In Case You Get Hit By a Bus,” Abby Schneiderman, Adam Seifer, and Gene Newman for a special conversation about preparing for the unexpected. These experts in digital life planning help even the most disorganized among us to take control of our on- and offline details so our loved ones won’t be scrambling later.

Click Here to Watch the Recording

Social Security Webinar

On Wednesday, October 27, 2021, Craig Childress, CFP® presented two sessions dedicated to reviewing retirement income basics, thinking through questions to ask, and starting down the path toward smart financial decisions. Questions about your retirement income options? Give us a call at 503-342-2249!

View Presentation Slides

Read the transcript

OWA Client Appreciation Event

On August 25, 2021, Oswego Wealth Advisors sponsored a live summer concert, featuring Journey tribute band Stone in Love, in Westlake Park. The well-attended event included food and beverages from local vendors as clients got together to enjoy faithful renditions of classic hits.

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.

Let's Talk

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