Events/Dates

It's easy to register for our events. Every month, we see more people choosing to do their portfolio review or attend a seminar online. Here are some advantages:

You have a front row seat!

No traveling -- you're home!

Go to the restroom whenever you want -- no one will know!

Snuggle up with the dog or cat!

Ask as many questions as you want, anonymously, by just typing it in!

Sincerely,

Brad Olson, President -- Oak Tree Financial Services in Brookfield, WI 

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Upcoming Events

October 14, 2021

11:00a - 11:45a

ONLINE at 11:00am - Oak Tree Financial Services, LLC

Save the Date, 10-14-21 (11am Webinar)-- 3rd Quarter Vital Investor/Saver Data

Very soon after the close of every quarter, OAK TREE FINANCIAL SERVICES in BROOKFIELD analyzes business, economic, investing and policy considerations and conducts a 40-minute live webinar with active Question-and-Answer. Please save the date (registration opens days before the event), and tell your family and friends. Welcome!

Past Events

July 22, 2021

11:00a - 11:45a

ONLINE at 11:00am - from Oak Tree Financial Services, LLC

Registration Now Open! 07-22-21 (11am Webinar)--2nd Quarter Vital Investor/Saver Data

As our regular attendees know, OAK TREE FINANCIAL SERVICES in BROOKFIELD, WI presents this Webinar shortly after the close of each quarter. It concisely analyzes the economic, policy and business considerations of the quarter just ended . . . your active Question-and-Answer participation is strongly encouraged. Why? Because if you're wondering, others are, too. Welcome!

April 13, 2021

6:30p - 7:30p

ONLINE at 6:30pm - Oak Tree Financial Services

(6:30pm Session) 1/4ly OTFS ECONOMIC RPT and BIDEN TAX PLAN (Review of 1st Qtr 2021)

(Evening online event) Within weeks of the close of every quarter, OTFS offers this popular 45-minute webinar. It analyzes in easy-to-understand charts and graphs, critical business, economic, investing and policy considerations of the just-passed 3-months. AND ALSO, we will examine the Biden Tax Proposals -- are you positioned correctly? Join us! Entirely complimentary.

April 13, 2021

10:00a - 11:00a

ONLINE at 10:00am - Oak Tree Financial Services, LLC

(10:00am Session) 1/4ly OTFS ECONOMIC REPORT and Biden Tax Plan (Review of 1st Qtr, 2021)

(Morning online event) -- Within weeks of the close of every quarter, OTFS offers this popular 45-minute webinar. It analyzes in easy-to-understand charts and graphs, critical business, economic, investing and policy considerations of the just-passed 3-months, PLUS we'll examine the Biden Tax Plan.

January 21, 2021

6:30p - 7:30p

ONLINE - Oak Tree Financial Services, LLC

Date Change! EVE WEBINAR! (Thursday, January 21st, 2021 @ 6:30pm) "OTFS Quarterly Economic Report" -- (Briefing on 4th Qtr 2020)

What is This Event? Very soon after the close of every quarter, OAK TREE FINANCIAL SERVICES in Brookfield analyzes business, economic, investing and policy considerations and conducts a 45-to-60 minute live webinar with Q-and-A. Registration will be opening soon. Please save the date.

January 21, 2021

10:00a - 11:00a

ONLINE at 10:00am - Oak Tree Financial Services, LLC

Date Change! AM WEBINAR! (Thursday, January 21st, 2021 @ 10am) "OTFS Quarterly Economic Report" -- (Briefing on 4th Qtr 2020)

What Is This? -- Very soon after the close of every quarter, OAK TREE FINANCIAL SERVICES in BROOKFIELD analyzes business, economic, investing and policy considerations and conducts a 45-to-60 minute live webinar with Q-and-A. Registration will be opening soon. Please save the date.

November 23, 2020

10:00a - 11:00a

ONLINE

11-23-2020 10AM SEMINAR: Funding Long-term Care Costs .. ONLINE (Save the Date - Note evening session option at 6:30pm)

The U.S. Department of Health and Social Services reports that 70 percent of those 65-years old, will need long-term care at some point in their lives. Of that group, about 21 percent will need it for more than five years. The average long-term stay is about two and a half years. Annual costs for a semi-private room can grow to nearly $115,000. What is your plan to fund long-term care costs?

October 13, 2020

6:30p - 7:30p

ONLINE - Oak Tree Financial Services, LLC

October 13, 2020

10:00a - 11:00a

ONLINE - Oak Tree Financial Services, LLC

(10am Session) QUARTERLY SPECIAL WEBINAR: "Your Money, OUR Economy"

Get the latest details on U.S. economic strength and weakness, employment, inflation, consumer confidence, and how any/all may affect your portfolio and retirement.

September 24, 2020

6:00p - 7:00p

ONLINE and onsite - (Bishop's Woods Centre Bldg)

9/24 PERSONAL FINANCE EDUCATION: How To Invest in Unpredictable Times (6pm Session)

How will your portfolio react to the elections and to potential market volatility? Register to attend-- online or in person-- this no obligation, complimentary, fun and interesting personal finance educational webinar taught by Oak Tree President, Brad Olson. {Choose morning 10am, or evening 6pm session.}

September 24, 2020

10:00a - 11:00a

ONLINE and onsite (Bishop's Woods Centre Bldg)

9/24 PERSONAL FINANCE EDUCATION: How To Invest in Unpredictable Times (10am Session)

How will your portfolio react to the elections and to potential market volatility? Register to attend-- online or in person-- this no obligation, complimentary, fun and interesting personal finance educational webinar taught by Oak Tree President, Brad Olson. {Choose morning 10am, or evening 6pm session.}

Event Registration