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Investment Advisor Events

We look forward to seeing you at these upcoming investment advisor events and webinars!

Webinar: On Point Series: Financing Options to Grow Your Business in 2021


Dates: Jan 21, 2021
Time: 1 PM EST
Location: Virtual
Panelists: Join Rick Dennen, Founder & CEO of Oak Street Funding, for the first in a series of webinars dedicated to providing key insights to help you grow your business. The first webinar on January 21, will discuss financing options while also providing answers to your questions.
Set an Appointment with: Rick Dennen
Attend: Register Here

Webinar: Looking to 2021: The State of the M&A Market


Dates: November 17, 2020
Time: 2 PM EST
Location: Virtual
Panelists: Rick Dennen, Founder and CEO of Oak Street Funding, Steven Levitt, Founder and Managing Director of Park Sutton Advisors, and Dave Barton, Vice Chairman and M&A Leader at Mercer Advisors.
Set an Appointment with: Rick Dennen
View: View Recording Here