Money Smarts – Financial Savvy does not require an MBA, CFP®... or Magic!

It merely requires involvement with your money and growth in overall financial literacy. Check back often for new financial education topics sponsored by OakTree!

We at OakTree Financial Planning and Consulting, L.L.C. remain committed to financial literacy; our goal is your empowerment and education for important financial planning topics. Get ready to be more confident, competent, and in control of your finances!

In 2008, along with many members of the Garrett Planning Network, I participated in writing Investing in an Uncertain Economy for Dummies®. We penned this resource to provide focused, individualized strategies to help investors protect and fortify their current holdings during these challenging times.

Audio PowerPoint Presentation by Gwen Gepfert

Savvy Social Security Planning

Read Chapter 4 by Gwen Gepfert

Protect Your Ability to Earn Income