Our wealth advisory team, Oconee State Financial Services, looks forward to continually serving business owners and family clients in 2025.   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.

Each quarter, our wealth 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.   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

Dow VanGlabbek and Brighthouse Financial are not affiliated with or endorsed by LPL Financial and Oconee State Financial Services/White Oak Wealth Group.