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Events & Webinars

Upcoming Webinars

May 25 | NOON CT

Biden Tax Plan Update

This month we will be discussing Biden's proposed tax plan and how it could affect your finances.  Wayne and Brandon will be joined by tax professionals from Snow, Garrett, Williams, CPAs*:

  • Fran Trussell, CPA
  • Judd Duncan, EA

Click here to register!

*Please note that Snow, Garrett, Williams, CPAs is neither endorsed by nor affiliated with BentOak Capital or LPL Financial.



Past Webinars

Please note, due to compliance purposes, we are unable to record or post webinar replays.

APRIL 20 | NOON CT

REAL ESTATE OUTLOOK

Are you curious about the long-term implications for commercial real estate that the COVID-era might bring? With working from home and e-commerce potentially here to stay, what does the future hold?

Presentation: Real Estate Investment Update

Special guest: Indraneel Karlekar, Ph.D. | Senior Managing Director, Principal Real Estate Investors



**Indraneel Karlekar & Principal Real Estate Investors are neither affiliated nor endorsed by BentOak Capital or LPL Financial

March 18 | 4pm CT

OPTIMIZING YOUR SOCIAL SECURITY STRATEGY

Join us for an overview of:

  • How do Social Security benefits work for you and your spouse?
  • When and how to start receiving Social Security benefits?
  • Opportunities to increase your benefits throughout retirement?

PresentationOptimizing Your Social Security Strategy

Speaker: Chad Dziedzic | Director, BlackRock


FEBRUARY 11 | NOON CT

THE LEGACY LETTER

Join us for a short presentation on estate planning basics where we will walk you through the process of organizing your estate and financial affairs for your loved ones.  A workbook will be provided.

Presentation: The Legacy Letter
Speaker: BentOak Capital Team
Register:  2/11 BentOak Capital Webinar Registration

JANUARY 19 | NOON CT

2021 ECONOMIC & MARKET OUTLOOK

Join us for a special market and economic outlook presentation with world renowned financial expert Dr. Jeremy Siegel.

Presentation: 2021 Economic Update & Market Outlook
Guest Speaker: Jeremy Siegel, PhD | Russel E. Palmer Professor of Finance, The Wharton School | Senior Investment Strategy Advisor, WisdomTree Investments
Register:  1/19 BentOak Capital Webinar Registration

*Dr. Jeremy Siegel and WisdomTree Investments are not affiliated nor endorsed by LPL Financial or BentOak Capital

DECEMBER 29 | NOON CT

BIDEN TAX PREVIEW

Join us for the BentOak Capital monthly webinar series where we talk about the financial markets, economy & other relevant topics!

The 12/29 presentation will be from the BentOak team regarding potential tax changes on the horizon.

Presentation: Biden Tax Policy Preview
Speaker: Wayne Garrett, CPA | CEO, BentOak Capital

Register:  12/29 BentOak Capital Webinar Registration

DECEMBER 1 | NOON CT

BRAIN WORKS

Join us for the BentOak Capital monthly webinar series where we talk about the financial markets, economy & other relevant topics!

This month's presentation will be about brain health and the simple solutions for staying sharp.

Presentation: Brain Works
Guest Speaker: Cole Pfeiffer, CFA | Director, Janus Henderson Investments

*Cole Pfeiffer and Janus Henderson Investments are not affiliated nor endorsed by LPL Financial or BentOak Capital

Register:  12/1 BentOak Capital Webinar Registration