Downloadable Resources

Legacy plannng at BentOak Capital

Our Complimentary eBook: Guide to Legacy Planning

We wrote this guide to assist you in planning your own legacy so you can continue to contribute to society and your loved ones.

Complimentary eBook Collaboration with Dr. Sonya Lutter: Love and Money

We partnered with Sonya Lutter, Ph.D., CFP®, LMFT to bring you this amazing book! Dr.  Lutter serves as the inaugural Director of Financial Health and Wellness at Texas Tech University. She leads curriculum and continuing education opportunities in the areas of financial psychology, financial therapy, and financial behavior.