Here at Oswego Wealth Advisors, we enjoy planning events. We will highlight past events and provide details on upcoming events on this page.
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.
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Investment advice offered through Oswego Wealth Advisors, Inc., a Registered Investment Advisor.