Description
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/Q3’26 educational breakfast event on Thursday, August 6th @ 8:30 AM - Wire Park (Watkinsville).
This presentation afford the opportunity for our guests to hear directly from our strategic partner:
Ryan Griffin, Vice President
First Trust Portfolios
Southeast Region
(NEW) Location: Wire Park – ‘The Greenhouse’
1725 Electric Avenue
Watkinsville, GA 30677
Please RSVP:Email or Call Amanda Nelson:770-243-8476, A.Nelson@lpl.com
NOTE: We anticipate several guests in attendance. Space will be Limited …Reserve your place, today
Thank you for your continued support and relationship with our advisory team, White Oak Wealth Management.
We look forward to seeing you for breakfast onThursday, August 6th @ 8:30am!
Date and Time
Thu, Aug 06, 2026
8:30a - 9:30a EST
Location
Wire Park - Greenhouse Venue
Note
The Greenhouse Venue is located inside the Grid (food hall)
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).Guest Speaker (Ryan Griffin, First Trust Portfolios) is Unaffiliated with White Oak Wealth Management and LPL Financial. Insurance products are offered through LPL or its licensed affiliates. White Oak Wealth Management is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using White Oak Wealth Management. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of White Oak Wealth Management. Securities and insurance offered through LPL or its affiliates are: