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Webinars

Register for one of our upcoming webinars or watch previous webinar recordings.

 

Upcoming Webinars

Please view one of our previously recorded webinars below and stay tuned for our upcoming webinars.

 

Webinar Recordings

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Advisor Exclusive: Creating a Successful Continuity Plan

Recent studies show that as few as 17% of financial advisors have an actionable succession plan. As one of your largest assets, its important to protect your practice. In this joint webinar with Advisor Legacy, Adam Farag will discuss the reasons for having a continuity plan and key elements of a quality continuity plan.

Potential Impacts of the Inflation Reduction Act

Rick Dennen and Steve Blake will discuss the potential impacts of the Inflation Reduction Act on the economy, taxes, and your business. They answered your questions to provide insights about the Inflation Reduction Act and what to look out for in the remaining months of the year.

2022 Mid-Year Review: Market Update and Mid-Year Outlook

Rick Dennen was joined by Marc Chandler to discuss the current market trends, results and implications from the July 27th Federal Reserve meeting, and provide an outlook for the rest of the year. They answered the questions you submitted and provided guidance to have a strong second half of the year.

Understanding Underwriting: A Q&A with Rob Roach, Director of Underwriting

Rob Roach will answer your submitted questions and pull back the curtain on underwriting to help you understand how you can position yourself as a low credit risk. He will also share some best practices for running a business consistently well to set yourself up for future success.

How to Win and Finish a Deal

Do you know what it takes to win an acquisition or set your business up to sell effectively and for profit? Hear an information packed webinar by Bob Lewis, President of the Visionary Group, and Bruce Warren, VP Strategic Markets at Oak Street Funding.

Are You A Growth Focused Advisor?

Join Oak Street Funding’s Kirsten Petras for an exclusive interview with David DeVoe, CEO and Founder of DeVoe & Co, as he discusses growth trends, M&A activity, buyer and seller dynamics, and more.

Strategic Growth Through Acquisition

Bruce Warren and Rob Roach of Oak Street Funding came together for a conversation about strategically growing your business through acquisitions, answering questions about becoming a "serial acquirer."

Preparing Your Business for the Future

Paul Lally and Paul Leroue of Wipfli Advisors and Rick Dennen, CEO of Oak Street Funding discuss the preparations business owners should take today to prepare for the future.

Financing Options to Grow Your Business

What are the keys to growing your business? Rick Dennen, Founder and CEO of Oak Street Funding, provides helpful insights to help your business achieve maximum growth potential.

Tax Policy Changes and Best Practices

Rick Dennen, CEO of Oak Street Funding, joins Steve Blake and Jane Saxon of Somerset CPAs and Advisors to discuss impending tax policies and best practices for your business.