Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 16, 2023
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Strategies for Today's Tax, Economic and Financial Market Landscape
Guest Speaker: James Bergeron, J.D. (Nuveen, Managing Director). Topic: ‘The tax times have changed … a shifting landscape, and tax-smart strategies for today’s conditions’ Host/Co-Host: Oconee State Financial Services in coordination with Oconee County Chamber of Commerce Location: Oconee State – Corporate office, Wells family Training Room (41 North Main Street, Watkinsville) Please RSVP: (call or email Amanda Nelson, Ops Manager) 770-243-8476, A.Nelson@lpl.com Thank you for your continued support and relationship with Oconee State Financial Services. We look forward to seeing you for breakfast on Tuesday morning, MAY 16th.
March 7, 2023
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
‘Market & Economic Perspective, Not Prediction’
‘Takeaways from what we left behind in 2022 … but let’s focus on what is ahead.’ Q1 2023 Client Educational Breakfast: Tuesday, March 7th @ 8:30am (1-hour)
October 27, 2022
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Guide to Investing in an Election Year
Midterm elections, and politics as a whole, generate a lot of noise and uncertainty which can be tough on the nerves. Candidates often draw attention to the country’s problems, and campaigns regularly amplify negative messages. For such reasons, it may not be surprising that market volatility is higher in midterm election years, especially in the months leading up to Election Day. Given the volatility we've all experienced this year, we invite you to join us for our Q4 Client Educational Breakfast as we address midterm elections and the markets.
July 14, 2022
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Addressing Uncertainty - Market Update
Thursday, July 14 @ 8:30am. The focus will be to share a market update as we ‘navigate volatility’, introduce a strategic partner positioned to provide solutions for an uncertain environment, and, as always, attend to the needs, desires, and financial future of individuals with whom we work and serve. *Bring a Family member and/or Friend - July 14th @ 8:30am (1-hr, only)
May 12, 2022
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Leaving A Legacy: Estate Planning
In keeping with the commitment to add value as your trusted wealth advisory team, Oconee State Financial Services will continue our Client Educational Series by hosting its 2nd Quarter breakfast event Thursday, May 12th @ 8:30am. This upcoming May 12th event is of key interest to our clients, because it addresses the needs, desires, and financial future of loved ones and those dearest to you.
April 21, 2022
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Small Business Roundtable
As a partner to OSB, our wealth advisory team at Oconee State Financial Services invites you to join us for our ‘Small Business Roundtable’ on Thursday, April 21st @ 8:30am (only 1 hour; breakfast/coffee to be provided).
February 24, 2022
9:00a - 10:00a
Wells Family Community Room
Economic and Market Update
Please join us for food, insights, and perspective on the ever-changing financial environment with special guest, Russell Investments. Feel free to bring a friend or family member who may be interested as well.