1.oak Financial

Upcoming

On-demand

Recording 2

Thursday, March 6, 2025 · 7:30 PM EST
Recording

Thursday, March 6, 2025 · 7:00 PM EST
Tired and Unretired Recording

Wednesday, January 29, 2025 · 1:30 PM EST
2025 Recording

Friday, January 24, 2025 · 12:30 PM EST
Roth or Traditional Recording

Friday, January 24, 2025 · 10:55 AM EST
RMD and Tax Planning Part 3: Recording

Thursday, November 14, 2024 · 8:30 AM EST
RMD and Tax Planning--Recording for Nov and December Part 2

Thursday, November 14, 2024 · 7:50 AM EST
RMD Recording

Wednesday, November 6, 2024 · 5:52 AM EST

Nicole, here is the recording.
Recording Take 3

Thursday, September 5, 2024 · 12:30 PM EDT
New DOL Partner webinar Recording - n

Wednesday, September 4, 2024 · 9:00 AM EDT
DOL Recording--Take TWO

Tuesday, September 3, 2024 · 5:15 PM EDT
Get the Mic Right

Tuesday, September 3, 2024 · 5:00 PM EDT

Past

Pensions and 401ks: What happens when your employer cancels the company pension plan?

Evergreen Webinar

Your 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.
Recording Len Martinez

Wednesday, April 2, 2025 · 10:10 AM EDT
TSP Webinar Recording

Wednesday, January 22, 2025 · 12:15 PM EST

This 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...
Special Webinar Recording Take Two

Wednesday, July 12, 2023 · 2:35 PM EDT
ROTH IRA June Recording

Tuesday, May 30, 2023 · 7:45 PM EDT
ROTH IRA June Recording

Tuesday, May 30, 2023 · 7:30 PM EDT
Kaitlan TEST

Monday, January 23, 2023 · 2:15 PM EST
Mike Test Monday 1:30pm

Monday, January 23, 2023 · 1:30 PM EST
kaitlan test 2

Friday, January 20, 2023 · 3:00 PM EST
Test Webinar

Wednesday, December 28, 2022 · 12:00 PM EST