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 business relationship allowing us to address your financial needs and retirement goals.

ATTENTION: 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. We will have the privilege of hearing directly from our guest speakers:

Location: Oconee State Bank HQ Campus – Wells Training Room (1st Floor): 41 North Main, Watkinsville

Please RSVP: Email or Call Amanda Nelson: 770-243-8476, A.Nelson@lpl.com

NOTE: We anticipate several business owners in attendance. Space will be Limited … Reserve your place, today!

Speakers (Martin Schlaeppi, Schuyler Vaughan of Forvis Mazars Capital Advisors) are unaffiliated with either Oconee State Financial Services, White Oak Wealth Group, and LPL Financial.