Estate Planning Workshop

Estate Planning Workshop

Osiwala Financial Group (map)

Do you know if your will is enough to achieve your objectives when you pass or are incapacitated?

The fact of the matter is there are hidden risks to not having a comprehensive estate plan for your legacy. Many believe that trusts only exist for the ultra-wealthy, but in reality, if you have minor children, a child with special needs – you probably need a trust.

Trusts are there while you’re alive if you are incapacitated and also when you pass away. While you’re alive, the trust functions as you. In other words, if you’re incapacitated and can’t make final decisions on your own, the trust ensures you still have a successor trustee in place to carry out your wishes.

Having a proper estate plan can help you and your family avoid probate, navigate complex financial issues with ease, and turn the focus back to your family in difficult times.

Estate Planning Workshop

Estate Planning Workshop

Osiwala Financial Group (map)

Do you know if your will is enough to achieve your objectives when you pass or are incapacitated?

The fact of the matter is there are hidden risks to not having a comprehensive estate plan for your legacy. Many believe that trusts only exist for the ultra-wealthy, but in reality, if you have minor children, a child with special needs – you probably need a trust.

Trusts are there while you’re alive if you are incapacitated and also when you pass away. While you’re alive, the trust functions as you. In other words, if you’re incapacitated and can’t make final decisions on your own, the trust ensures you still have a successor trustee in place to carry out your wishes.

Having a proper estate plan can help you and your family avoid probate, navigate complex financial issues with ease, and turn the focus back to your family in difficult times.

Get To Know Medicare Workshop

Get To Know Medicare Workshop

Osiwala Financial Group (map)

If you are nearing the age of 65, you may be starting to think about Medicare – the federal government health insurance program for people who are 65 or older. Or maybe you already are a Medicare customer, but due to life changes, your current coverage needs adjustments to cover your health care needs.

Regardless of the reason, while Medicare can be a wonderful birthday present, it can also be confusing when trying to figure out how much or how little you need

Maximizing Your Social Security Benefits Workshop

Maximizing Your Social Security Benefits Workshop

Osiwala Financial Group (map)

Social Security is a very complex system so regardless if you are planning for your retirement or are already retired, it’s natural to have questions. And you should be asking those questions.

If the SSA can’t provide advice, then where can you go to ask the simple questions and then receive simple answers? That’s where our Social Security Workshop can help.

At our workshop, you’ll learn about your Social Security benefits, how they are calculated, spousal benefits (divorced, single or married), and different claiming strategies.

This event is limited to the first 20 RSVPs!

Maximizing Your Social Security Benefits Workshop

Maximizing Your Social Security Benefits Workshop

Osiwala Financial Group (map)

Social Security is a very complex system so regardless if you are planning for your retirement or are already retired, it’s natural to have questions. And you should be asking those questions.

If the SSA can’t provide advice, then where can you go to ask the simple questions and then receive simple answers? That’s where our Social Security Workshop can help.

At our workshop, you’ll learn about your Social Security benefits, how they are calculated, spousal benefits (divorced, single or married), and different claiming strategies.

This event is limited to the first 20 RSVPs!

Savvy IRA Planning for Boomers Webinar

Savvy IRA Planning for Boomers Webinar

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. Baby boomers are wondering:

  • What do I do with my retirement money when I leave my job?

  • Can I still contribute to a retirement account and if so, how much?

  • When do I need to take withdrawals and how are they taxed?

  • How does my IRA fit into my overall plan?

Retirement 101 Workshop

Retirement 101 Workshop

Osiwala Financial Group (map)

When it comes to retirement goals, many baby boomers dream of traveling the world, driving an extravagant car and a worry-free lifestyle. To achieve this, they think that working hard and simply saving their money can get them to their goals.


But what many don’t understand is that even with working long hours and sacrificing a luxurious life now in the hopes of future one, they may not be able to achieve it without proper wealth management.

But what is wealth management and why is it important? Our Retirement 101 workshop will help you learn what should be factored into your wealth management process including the following topics:

  • Common Pitfalls of High Net-Worth Investors

  • Investing for Growth and Inflation Defense

  • Essential Principles of Investing

  • Building a Portfolio

  • And more

This event is limited to the first 20 RSVPs!

To RSVP, click below for the reservation form.

Navigating Rough Waters - WEBINAR

Navigating Rough Waters - WEBINAR

When it comes to retirement goals, many baby boomers dream of traveling the world, driving an extravagant car and a worry-free lifestyle. To achieve this, they think that working hard and simply saving their money can get them to their goals. But what many don’t understand is that even with working long hours and sacrificing a luxurious life now in the hopes of future one, they may not be able to achieve it without proper wealth management. But what is wealth management and why is it important? This workshop will help you learn what should be factored into your wealth management process including the following topics:

✓ Common Pitfalls of High Net-Worth Investors
✓ Investing for Growth and Inflation Defense
✓ Essential Principles of Investing
✓ Building a Portfolio
✓ And more

Get To Know Medicare Workshop

Get To Know Medicare Workshop

Osiwala Financial Group (map)

If you are nearing the age of 65, you may be starting to think about Medicare – the federal government health insurance program for people who are 65 or older. Or maybe you already are a Medicare customer, but due to life changes, your current coverage needs adjustments to cover your health care needs.

Regardless of the reason, while Medicare can be a wonderful birthday present, it can also be confusing when trying to figure out how much or how little you need