OAK STREET ADVISORS
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​Retirement 101 
Retirement planning education from fee-only financial planners.

Retirement planning basics. From quantifying your retirement dreams to choosing the correct risk based portfolio to reach your goals-- taught by a CERTIFIED FINANCIAL PLANNER 
™​.

Sign Me Up!
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How to Retire: A Step-by-Step Webinar Series
​WHETHER YOU’RE 10 YEARS AWAY FROM RETIREMENT OR 10 MONTHS-- THis FREE RETIREMENT WEBINAR SERIES WILL SHOW YOU HOW A CERTIFIED FINANCIAL PLANNER™ HELPS CLIENTS CONSTRUCT PERSONAL, ACTIONABLE, RETIREMENT PLANS.

Join Oak StreeT Advisors as we show you what it takes to actually retire.

In 5 brief, 30-minute webinar sessions, we’ll cover everything from determining an appropriate retirement budget to investments and tax minimization strategies.
Reserve my seat!

Session 3

Retirement 101: What Investments Strategy Should You Use to Reach Your Goals?

  • Analyze your current investment strategy 
    •   Asset Allocation
    •   Risk
    •   Projected Returns
  • Does it work?
    •  Does my risk tolerance match my return needs?
  • What's asset allocation do I need to use?
  • Investment strategies based on your results
  • What kinds of investments?
  • Brief coverage of tax planning topics (Next month's webinar is dedicated to tax planning in retirement)

Thursday, August 20th @ 11:00 AM
Sign Me Up For This Session
  • HOME
  • SERVICES
    • Financial Planning
    • Tax Planning
    • Fiduciary Investment Management
    • Small Business Planning >
      • Business Retirement Plan Advisory
  • ABOUT US
    • WHAT IS A FEE ONLY ADVISOR?
    • FREQUENTLY ASKED QUESTIONS
    • OUR TEAM
  • BLOG
    • BLOG
  • SCHEDULE AN INTRO CALL
  • CONTACT A FINANCIAL PLANNER
  • Form ADV Part 2