Events

Put Your Compensation to Work.

Lars Lambrecht, CFP®, APMA®, CLU®, CLTC, Financial Advisor - Oasis Financial

Dawn E Smith, APMA®, CFP®, ChFC®, CDFATM, CLTC, Private Wealth Advisor

In today’s tight labor market, you need to know how to make the most of the compensation you receive from your employer. In this seminar, you’ll learn ways to:

  • Uncover “hidden” compensation opportunities you may not know about.
  • Take full advantage of every employee benefit available to you.
  • Manage your income more effectively so you can find more dollars to invest in your dreams.

To reserve a spot: call us at 508.281.6000, or email us at Anita.Greska@ampf.com or make your reservations online

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Plan for the Future. Maximizing Your Social Security Benefits.

Lars Lambrecht, CFP®, APMA®, CLU®, CLTC, Financial Advisor - Oasis Financial

Dawn E Smith, APMA®, CFP®, ChFC®, CDFATM, CLTC, Private Wealth Advisor

This complimentary seminar will explain what you need to know about:

  • Whether Social Security can provide the income you need when you retire.
  • How to make the most of your Social Security benefits.
  • Sources of retirement income beyond Social Security that can help you bring your dreams more within reach.

To reserve a spot: call us at 508.281.6000, or email us at Anita.Greska@ampf.com or make your reservations online

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Plan for the future. How an estate plan helps put you in control.

Lars Lambrecht, CFP®, APMA®, CLU®, CLTC, Financial Advisor - Oasis Financial

Dawn E Smith, APMA®, CFP®, ChFC®, CDFATM, CLTC, Private Wealth Advisor

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

To reserve a spot: call us at 508.281.6000, or email us at Anita.Greska@ampf.com or make your reservations online

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Divorce changes everything. Find your independence.

Dawn E Smith, APMA®, CFP®, ChFC®, CDFATM, CLTC, Private Wealth Advisor - Oasis Financial

Dawn E Smith, APMA®, CFP®, ChFC®, CDFATM, CLTC, Private Wealth Advisor

Are you a woman who is considering or experiencing a divorce? Get the help, support and information you need by attending our seminar, which can help you:

  • Understand what financial issues you can expect as you move through the divorce process.
  • Take control over the situation for your emotional and financial health.
  • Look ahead to the next chapters of your life.

To reserve a spot: call us at 508.281.6000, or email us at Anita.Greska@ampf.com or make your reservations online

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Past Events

Sending your child to college

J. Ali Alimi, CFP®, APMA®, CRPS® , Investment Specialist - Oasis Financial

Dawn E Smith, APMA®, CFP®, ChFC®, CDFATM, CLTC, Private Wealth Advisor

During this complimentary seminar, you’ll learn ways to:

  • Define a college saving goal that is right for you.
  • Determine today’s cost and various payment options.
  • Balance retirement and college savings.
  • Understand what goes into college saving and college spending.

Strong Women, Powerful Financial Strategies

Dawn E Smith, APMA®, CFP®, ChFC®, CDFATM, CLTC, Private Wealth Advisor - Oasis Financial

Dawn E Smith, APMA®, CFP®, ChFC®, CDFATM, CLTC, Private Wealth Advisor

During this complimentary seminar, you'll learn ways to:

  • Gain control over your financial situation.
  • Protect the people and things you love the most.
  • Make informed financial decisions.

Balancing life today and dreams for tomorrow

J. Ali Alimi, CFP®, APMA®, CRPS® , Investment Specialist - Oasis FInancial

Dawn E Smith, APMA®, CFP®, ChFC®, CDFATM, CLTC, Private Wealth Advisor

Are you able to live well today and still save for tomorrow?

During this complimentary seminar, you’ll learn ways to:

  • Balance smart decisions about today with planning for tomorrow.
  • Plot your journey to retirement into doable steps so it’s manageable.
  • Maintain financial balance by being prepared for risks and unexpected events.
  • Create a meaningful legacy today.

Retirement on your terms

Lars Lambrecht, CFP®, APMA®, CLU®, CLTC, Financial Advisor - Oasis Financial

Dawn E Smith, APMA®, CFP®, ChFC®, CDFATM, CLTC, Private Wealth Advisor

Actionable strategies and an exploration of options for your portfolio

Do you have enough money to live the life you want in retirement?

During this complimentary seminar, you'll learn actionable strategies that can help you:

  • Focus on what you enjoy most without having to access dollars from your retirement accounts so they can continue to grow.
  • Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
  • Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
  • Create a meaningful legacy today — and for when you're gone.

Investing for the life you deserve - today and tomorrow

Lars Lambrecht, CFP®, APMA®, CLU®, CLTC, Financial Advisor - Oasis Financial

Dawn E Smith, APMA®, CFP®, ChFC®, CDFATM, CLTC, Private Wealth Advisor

During this complimentary seminar, you’ll learn:

  • 7 essential components of smart investing that can be applied during volatile periods and when markets are stable
  • How comprehensive advice —can help you achieve your financial goals
  • Ways to identify and mitigate risk that can throw your financial goals and retirement plans off track