Save The Date

We make it easy to register for our events. Even if we've set-up a specific Webinar link, you can always register simply by calling 262-649-9202 or by emailing either Brad@OTFSllc.com or Info@OTFSllc.comThank you!!

Sincerely,

Brad Olson, President

   Oak Tree Financial Services in Brookfield, WI   ...   Visit us on Facebook!   ... Visit us on LinkedIn! 

Upcoming Events

January 19, 2021

10:00a - 11:00a

ONLINE at 10:00am and 6:30pm - Oak Tree Financial Services, LLC

Save The Date! WEBINAR! "OTFS Quarterly Economic Report" -- Economic Briefing (Review of 4th Qtr 2020)--(AM or PM on 01-19-21)

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-minute live webinar with Q-and-A. Registration will be opening soon. Please save the date.

April 13, 2021

10:00a - 11:00a

ONLINE at 10:00am and 6:30pm - Oak Tree Financial Services, LLC

Save The Date! WEBINAR! "OTFS Quarterly Economic Report" -- (Review of 1st Qtr 2021)--(AM or PM on 04-13-21)

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-minute live webinar with Q-and-A. Registration will be opening soon. Please save the date.

July 13, 2021

10:00a - 11:00p

ONLINE at 10:00am and 6:30pm - Oak Tree Financial Services, LLC

Save The Date! WEBINAR! "OTFS Quarterly Economic Report -- (Review of 2nd Qtr 2021)--(AM or PM on 07-13-21)

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-minute live webinar with Q-and-A. Registration will be opening soon. Please save the date.

October 12, 2021

10:00a - 11:00a

ONLINE at 10:00am and 6:30pm - Oak Tree Financial Services, LLC

Save the Date! WEBINAR! "OTFS Quarterly Economic Report" (Review of 3rd Qtr 2021)--(AM or PM on 10-12-21)

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-minute live webinar with Q-and-A. Registration will be opening soon. Please save the date, and tell your family and friends.

Past Events

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