Attend a Workshop

If you would like to be notified about future workshops please contact Oaktree by phone at (877) 901-1631 or by completing the Contact Us section on this website. Oaktree Financial Advisors conducts regular workshops to educate Eli Lilly employees on timely financial issues. Employees at Eli Lilly face many complex issues in managing their personal finances. We have a deep and comprehensive knowledge of your compensation and benefits programs.  Oaktree will help you integrate your Lilly benefits with your own individualized planning to help meet your financial goals. Our workshops are conducted by experienced financial planners who have significant experience with and stay up-to-date with your Eli Lilly benefits. All attendees are given the opportunity to visit our office and meet with us to discuss their personal situation at no cost.