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Investment Advisor Videos

In the midst of Covid-19 and market disruption, you need continuity and succession plans. In about a minute, Susie McEuen, Vice President Strategic Market Sales, discusses why you should utilize capital if you are considering transitioning your firm to the next generation or buying out an existing partner. Listen to the podcast below.

2019 Oak Street Funding Whiskey and War Stories from Oak Street Funding.

On June 27th, 2019, three retired Green Berets shared their story with a captivated audience of over 350 at Notre Dame Stadium in South Bend, IN. After the 9/11 attacks, these soldiers deployed to Afghanistan and defeated the Taliban presence in 2 months’ time. Their story, popularized by the film “12 Strong,” earned them the name Horse Soldiers. After their service was complete, they founded American Freedom Distillery and Horse Solider Bourbon. Hear their incredible story.