Events & Workshops
Empowering You with Financial Knowledge
At Live Oak Financial Group, we believe financial education is key to a secure future. Our workshops provide essential knowledge to help you make informed decisions about retirement, investments, and financial well-being. Whether you're just starting or nearing retirement, join us to gain valuable insights and take the next step toward financial confidence.
retirement planning
Tax Diversification and Retirement
Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income.
Tuesday, October 29th, 2024
6:30pm ET / 3:30pm PT
Virtual Event
david mcknight
THE GURU GAP:
How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track
Join best-selling author David McKnight and host Aldo Venturacci as they reveal the dangers of one-size-fits-all financial strategies and how you can close 'The Guru Gap' with proven, math-based solutions to maximize your clients' retirement savings.
Wednesday, October 30th, 2024
10:00am ET / 7:00am PT
Virtual Event (via Zoom)
retirement planning
Maximizing Social Security
How to Maximize Your Social Security Benefits, Even If You’re Unsure Where to Start. Learn strategies to boost your Social Security income, avoid common mistakes, and take control of your retirement with confidence.
Wednesday, October 30th, 2024
7:00pm ET / 4:00pm PT
Virtual Event (via Zoom)
retirement planning
Tax Diversification and Retirement
Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income.
Wednesday, October 30th, 2024
9:00pm ET / 6:00pm PT
Virtual Event
Ready to Review Your Retirement Strategy?
we're Focused on you
Our Services
From building a strong foundation to growing and protecting your wealth, we offer personalized strategies for every step of your financial journey.
Retirement Income Planning
Turn your savings into a protected income stream that lasts for life, ensuring financial security throughout your retirement.
Life Insurance
Safeguard your family with life insurance that protects against death or serious illness, providing essential financial security.
Mortgage Protection
Keep your loved ones in their home by protecting your mortgage, ensuring your family’s biggest asset is secure no matter what.
College Planning
Tax-free savings for college with a full refund of your contributions, ensuring both your child’s education and your own financial future are secure.
Business Preservation
Protect the future of your business with buy/sell agreements and key person coverage to ensure seamless continuity.
Legacy Planning
Create a plan to pass down wealth and ensure your estate is preserved for future generations, safeguarding your legacy.
have a question?
We'd love to hear from you!
Request a phone call with one of our retirement specialists today.
From building a strong foundation to growing and protecting your wealth, we offer personalized strategies for every step of your financial journey.
Navigation
Subscribe to our newsletter
We are an independent financial services firm helping individuals create retirement strategies using a variety of strategies and insurance products to custom suit their needs and objectives. Insurance products and services offered through Live Oak Financial Group. The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal or investment advice.
The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned.
The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
This site is not a part of the YouTube, Bing, Google or Facebook website; Google Inc, Microsoft INC or Meta Inc. Additionally, This site is NOT endorsed by YouTube, Google, Bing or Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc. YOUTUBE is a trademark of GOOGLE Inc. BING is a trademark of MICROSOFT Inc.
Copyright 2024. Live Oak Financial Group. All Rights Reserved.