Our advisory team is tremendously grateful for our clients and their ongoing relationship with Oconee State Financial Services.   We appreciate your engagement and willingness to work with us addressing financial and retirement needs.

 In keeping with our commitment to add value as wealth advisors, Oconee State Financial Services continues its quarterly Client Educational Series by hosting our first quarterly event of 2023:  Tuesday, March 7th @ 8:30am.   For those who have been kind enough to join us previously, you will know that our educational meetings are designed with your interests in mind.  Given the evolving market conditions and many of the questions that you, your family, and your friends may be asking, we wish to continue being transparent and proactive to address your pressing issues. This Q1’23 event focuses on similar objectives (to prior events):  recap what we have recently experienced, provide perspective (not predictions) on factors and variables shaping the markets as we move ahead, and as always, attend to the needs, concerns, and financial matters of individuals with whom we work and serve. 

*Bring a Family member and/or Friend – Tuesday, March 7^th @ 8:30am (1-hr, only)

Guest Speaker:  Evan Harbot, Russell Investments

Host/Co-Host:   Oconee State Financial Services in coordination with Oconee County Chamber of Commerce

Thank you for your continued support and relationship with Oconee State Financial Services.

We look forward to seeing you for breakfast on Tuesday morning, March 7th.

Evan Harbot and Russell Investments are not affiliated with, nor endorsed by, LPL Financial or Oconee State Financial Services.