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Events & Webinars

Upcoming Webinars

March 9 | NOON CT -OR- March 18 | 4PM

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?

Presentation: Optimizing Your Social Security Strategy
Speaker: Chad Dziedzic | Director, BlackRock
Register: 3/9 BentOak Capital Registration -OR- 3/18 BentOak Capital Registration



Past Webinars

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

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