At Black Oak Asset Management, we hold informational workshops for our clients and the greater community that feature information on specific financial topics. Often, our workshops include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation visit whenever you attend a workshop.
By attending a workshop or scheduling a visit, you may be offered information regarding the purchase of insurance and investment products.