Client Resources

 

 

Oaktree Financial Advisors, Inc.

12900 N. Meridian Street

Suite 130

Carmel, IN  46032

317-818-1631

1-877-901-1631 toll-free

 

 

Securities and investment
advisory services offered
through Transamerica Financial Advisors, Inc. (TFA),

member FINRA, SIPC, and
Registered Investment Advisor.

 

Non-securities related products and services are not offered through TFA.  TFA and Oaktree Financial Advisors, Inc. are not affiliated.

 

LD11265-6/10

 

 

Workshops

 

We provide workshops on a variety of topics.  The purpose of our workshops is two- fold.  First, we schedule these events to provide valuable information on financial matters important to you.  Second, the workshops provide a relaxed atmosphere to learn more about Oaktree Financial Advisors and our philosophies.

 

Below is a list of our currently scheduled workshops.  If you would like to make a reservation for a workshop please use our online registration form by clicking on the appropriate link below.

 


 

Date: Tuesday, September 28, 2010
Time: 5:30pm - 6:45pm with a free dinner served at 6:45pm
Topic:

How to Avoid Costly Retirement Planning & Investment Mistakes

An informational workshop for employees of Eli Lilly

Location: The Milano Inn, 231 S. College Avenue, Indianapolis

Register for this workshop

 


Click here to download a flyer with details on the workshop

 

Click here to add the workshop to your calendar

 

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