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Financial Education

The Oasis Asset Management Group, Inc. sponsors many seminars for clients, prospective clients, and organizations on numerous financial topics. In addition, our advisors volunteer their time to The Society for Financial Awareness (SOFA), a non-profit educational speaker's bureau dedicated to improving financial literacy in this country. We provide educational seminars at organizations and companies at no cost to the organization, company or attendee. These seminars are not sales events and no company or product will be endorsed. Some of the seminars available are:

  • Retirement Planning
  • 25 Biggest Money Mistakes
  • The Savvy Women Investor
  • Estate Planning Essentials
  • Asset Allocation Fundamentals
  • Introduction to Annuities
  • Money & Life Transitions
  • Solving the Retirement Income Puzzle


Our advisors are also class room volunteers for Junior Achievement (JA). The organization is dedicated to educating young people about business, economics and personal finances.
The Society for Financial Awareness
Junior Achievement
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5885 Landerbrook Dr. Suite 304 | Mayfield Heights, OH 44124 | (440) 446-1000

Disclaimer: The opinions expressed herein are those of the writer (Forefield Inc.) and may not reflect those of Wunderlich Securities, Inc. or any of its affiliates.  The information herein has been obtained from sources believed to be reliable, but we can not assure its accuracy or completeness.  Neither the information or any opinion expressed constitutes a solicitation for the purchase or sale of any security.  Any reference to past performance is not to be implied or construed as a guarantee of results.

The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities offered by Wunderlich Securities, Inc. Member FINRA/SIPC

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This communication is strictly intended for individuals residing in the state(s) of AK, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, KY, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, PA, SC, TN, TX, UT, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

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