1.oak Financial
On-demand
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Tuesday, January 27, 2026 · 7:00 PM ESTIf you’ve built up your nest egg in a 401(k) or traditional IRA…Your biggest threat is the tax bill waiting down the road. This ROTH Rescue Strategy gives you a once-in-a-lifetime window to shift your savings into tax-free territory—before new la... -
Thursday, January 15, 2026 · 6:00 PM ESTHigh-yield savings plans sound attractive—but they don’t always deliver long-term results. In this live webinar, we’ll explain how banks really make money, why “high yield” doesn’t stay high, and what smarter, more stable options may exist for pro... -
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Thursday, November 14, 2024 · 7:50 AM EST
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Past
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Recurring WebinarIf you’ve built up your nest egg in a 401(k) or traditional IRA…Your biggest threat is the tax bill waiting down the road. This ROTH Rescue Strategy gives you a once-in-a-lifetime window to shift your savings into tax-free territory—before new la...
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Saturday, January 17, 2026 · 1:00 PM ESTHigh-yield savings plans sound attractive—but they don’t always deliver long-term results. In this live webinar, we’ll explain how banks really make money, why “high yield” doesn’t stay high, and what smarter, more stable options may exist for pro... -
Evergreen WebinarHigh Yield Savings Plans (HYSPs) have become increasingly popular—but most people don’t fully understand how they work, why rates rise and fall, or what risks come with relying on them long-term. In this educational webinar, we’ll break down the r...
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Evergreen WebinarYour company’s pension plan is changing. Now what?
In this webinar, you’ll learn why pension freezes are happening, what it means for your benefits, and the steps you can take today to stay on track for retirement. -
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Wednesday, January 22, 2025 · 12:15 PM ESTThis webinar is geared toward Federal Employees--with 2.3 million Federal Employees who are eligible to invest in the Thrift Savings Plan (the largest retirement plan in the US), this educational webinar will review why the plan is so important to...
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