Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 7, 2026
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Wars, Geopolitical Shocks, & The Stock Market
Each quarter, our advisory group hosts educational meetings to inform clients and guests of current financial market conditions, pertinent economic factors being evaluated, and share insights into how we may address topics of interest and concern impacting families and business owners. Our next event in this ongoing series will be our midyear update/Q2'26 educational breakfast event on Thursday, May 7th @ 8:30 AM.
January 29, 2026
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Outlook 2026: Trump 2.0
Our wealth advisory team, Oconee State Financial Services, looks forward to continually serving business owners and family clients in the new year, 2026. We are very grateful for your relationship with our wealth advisory team, Oconee State Financial Services, allowing us to address your financial needs and retirement goals.
October 30, 2025
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Long Term Care Essentials: What Families Need to Know
With a growing tendency for healthcare support in retirement, our advisory team felt it appropriate to share insights and possible financial impact due to elevated expense when such healthcare needs become real. Therefore, please join us on October 30th @ 8:30am for our final educational breakfast of 2025. We will have the privilege of hearing directly from our guest speaker: Dow VanGlabbeek, CLTC® Life Insurance & LTC Specialist Brighthouse Financial Location: Oconee State Bank HQ Campus Wells Community Training Room (1st Floor) 41 North Main – Watkinsville, GA 30677
August 7, 2025
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Midyear Outlook - Turns In The Road
Each quarter, our advisory group hosts educational meetings to inform clients and guests of current financial market conditions, pertinent economic factors being evaluated, and share insights into how we may address topics of interest and concern impacting families and business owners. Our next event in this ongoing series will be our midyear update/Q3’25 educational breakfast event on Thursday, August 7th @ 8:30 AM.
May 1, 2025
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Transition and Succession Planning
Business Owners, this Q2' 25 breakfast event is designed/geared for you and your business enterprise. Come and join us on Thursday, May 1st; You will have the opportunity to learn business succession details from one of our independent strategic partners, Forvis Mazars Capital Advisors.
January 30, 2025
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
2025 Market Outlook: Pragmatic Optimism
LIVE & In-person (Watkinsville!) LPL Financial ‘s Chief Economist, Dr. Jeffrey Roach, PhD With a new year, governmental changes imminent, and market + economic conditions evolving, we feel this special event strives to address the many questions that clients, community residents, and business owners will be asking as we move forward. This Event is our first quarterly breakfast event of the new year, and Oconee State Financial Services is pleased to host a very special discussion led by LPL Financial ‘s Chief Economist, Dr. Jeffrey Roach, PhD
October 24, 2024
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Small Businesses: Successful Succession
Guest Speaker: Williard Thompson, J.D., LLM; James, Bates, Brannan, Groover LLP, Partner Topic: Successful Succession; Questions, Benefits, Techniques, and Pitfalls to Consider Host: Oconee State Financial Services Location: Oconee State Bank; Corporate office, Wells family Training Room (41 North Main Street, Watkinsville) Please RSVP: Email or Call Melanie Crozier: 770.243.8476 Melanie.crozier@lpl.com) Thank you for your continued support and relationship with Oconee State Financial Services. We look forward to seeing you for breakfast on October 24th
October 15, 2024
8:30a - 9:30a
ELBERTON GA Oconee State Bank
ELBERTON GA: Guide to Investing in an Election year
Topic: Guide to Investing in an Election year - How to survive the uncertainty and invest with confidence Host: Oconee State Financial Services Location: Oconee State Bank - ELBERTON GA Please RSVP: Email or Call Melanie Crozier: 770.243.8476, Melanie.crozier@lpl.com Thank you for your continued support and relationship with Oconee State Financial Services. We look forward to seeing you for breakfast on October 3rd.
October 3, 2024
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Guide to Investing in an Election year
Guest Speaker: Matt Betley, Vice President, Wealth Management Consultant (Capital Group/American Funds) Topic: ‘Guide to Investing in an Election year – How to survive the uncertainty and invest with confidence’ Host: Oconee State Financial Services Location: Oconee State – Corporate office, Wells family Training Room (41 North Main Street, Watkinsville) Please RSVP: Email or Call Melanie Crozier: 770.243.8476, Melanie.crozier@lpl.com Thank you for your continued support and relationship with Oconee State Financial Services. We look forward to seeing you for breakfast on October 3rd.
August 1, 2024
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Midyear OutLook - Still Waiting for the Turn
Guest Speaker: Dr. Jeffrey Roach, PhD - SVP Chief Economist, LPL Financial Topic: Midyear Update - 2024 Host: Oconee State Financial Services Location: Oconee State – Corporate office, Wells family Training Room (41 North Main Street, Watkinsville) Please RSVP: Email or Call Melanie Crozier: 770.243.8476, Melanie.crozier@lpl.com
May 2, 2024
8:30a - 9:30a
Oconee State Bank - Wells Family Training Room
An Introduction to Long-Term Care: Your Resource for Information and available Options
With an aging population and the questions/concerns that can arise on how individuals and families might account for expenses associated with our ‘golden years’, there are ways to potentially take control of unexpected costs when you or a loved one experience the need for meaningful healthcare. This Q2’24 breakfast event to be presented by our guest, Mr. Dow VanGlabbeek, will provide an introduction and case study of how families can be proactive in addressing such healthcare costs that can otherwise be disruptive emotionally, physically, and financially. Let’s explore, together on 5/2. **Bring a Family member and/or Friend … We welcome their attendance.**
February 20, 2024
8:30a - 9:30a
Oconee State – Corporate office, Wells family Training Room
Outlook 2024: Tap Dancing on a Tightrope
Guest Speaker: Doug Sandler, CFA – Head of Global Strategy (RiverFront Investment Group) Topic: 2024 Outlook & Capital Market Assumptions: ‘Tap-Dancing on a Tightrope’ Host: Oconee State Financial Services Location: Oconee State – Corporate office, Wells family Training Room (41 North Main Street, Watkinsville)
October 19, 2023
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Cyber Security & Fraud Prevention
Guest Speaker: Jim Rumph - RAS Senior Manager, Wipfli Topic: ‘Cyber Security & Fraud Prevention’ Host: Oconee State Bank Location: Oconee State – Corporate office, Wells family Training Room (41 North Main Street, Watkinsville) Please RSVP: (call/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 on October 19th
August 16, 2023
8:30a - 9:30a
Oconee State Bank - Wells Family Community Room
Midyear Outlook 2023: ‘The Path Toward Stability’
Guest Speaker: Dr. Jeffrey Roach, PhD – Chief Economist, LPL Financial https://www.linkedin.com/in/jeffreyroachphd/ Topic: Midyear Outlook 2023: ‘The Path Toward Stability’ 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/email Amanda Nelson, Ops Manager): 770-243-8476 A.Nelson@lpl.com
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.