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Past Events

Nov
21
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Annual Open House and Pie Giveaway

White Oak Wealth Partners 100 State Street, Suite 503, Erie PA

12:00 PM - 6:00 PM
Join us for the 2023 Annual Open House and Pie Giveaway at White Oak Wealth Partners.
Jul
14
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2023 Paws for Patriots Charity Golf Scramble

Venango Valley Inn & Golf Course 21217 Church Street, Venango PA

8:00 AM
Join us for the 2023 Paws for Patriots Charity Golf Scramble at Venango Valley Golf Course.
Feb
16
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2023 Outlook

All Day
Please join Michael Nedreski for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead. More details to follow.
Nov
22
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Annual Open House & Pie Giveaway 2022

White Oak Wealth Partners 100 State Street, Suite 503, Erie PA

12:00 PM - 6:00 PM
Please join us for our Annual Open House and Pie Giveaway.
Jul
15
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2022 Paws for Patriots Charity Golf Scramble

Venango Valley Inn & Golf Course 21217 Church Street, Venango PA

8:00 AM
Join us for the 2022 Paws for Patriots Charity Golf Scramble at Venango Valley Golf Course.
Jul
14
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You're Invited: Craig Kessler - Guest Speaker

Erie Club 524 Peach St, Erie PA

5:00 PM - 6:30 PM
We're inviting you to join your team at White Oak Wealth Partners for a special private event featuring guest speaker, Craig Kessler, our Chief Investment Officer at Gladstone Capital Management.
Feb
18
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2022 Outlook Invitation: Passing the Baton

8:00 AM
We're proudly presenting LPL Research Outlook 2022: Passing the Baton, with market insights on what you can expect in the economy, stocks, and bonds for 2022. Please join Michael Nedreski for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.
Nov
23
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Annual Open House & Pie Giveaway 2021

White Oak Wealth Partners 100 State Street, Suite 503, Erie PA

12:00 PM - 6:00 PM
Please join us for our Annual Open House and Pie Giveaway.
Jul
23
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2021 WOW Golf Scramble

Venango Valley Golf Course 21217 Church Street, Venango PA

8:00 AM
Join us on July 23 for the WOW Golf Scramble Bring a Friend Event!
Feb
08
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2021 Outlook Invitation - Evening Session

Erie Club 524 Peach Street, Erie PA

6:00 PM - 8:00 PM
Michael Nedreski will discuss how the markets fared in 2020 and the expectations for 2021.
Feb
08
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2021 Outlook Invitation - Lunch Session

Erie Club 524 Peach Street, Erie PA

12:00 PM - 2:00 PM
Michael Nedreski will discuss how the markets fared in 2020 and the expectations for 2021.
Nov
24
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Annual Open House & Pie Giveaway 2020

White Oak Wealth Partners 100 State Street, Suite 503, Erie PA

10:00 AM - 12:00 PM
We are thankful for you! Your business, partnership, support and friendship mean the world to us. As a token of our appreciation, we'd like to give you and your loved ones a holiday pie. We will have a selection of apple, pumpkin, pecan, peanut butter, & chocolate cream pies from Ye Ole Sweet Shoppe at our office
Feb
05
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Forecast 2020 - Evening Session

Erie Club 524 Peach Street, Erie PA

5:30 PM - 7:00 PM
Where we've been. Where we are. Where we may be going.
Feb
05
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Forecast 2020 - Morning Session

Erie Club 524 Peach Street, Erie PA

11:45 AM - 1:30 PM
Where we've been. Where we are. Where we may be going.
Nov
26
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Annual Open House & Pie Giveaway 2019

White Oak Wealth Partners 100 State Street, Suite 503, Erie PA

10:00 AM - 5:00 PM
We are thankful for you! Your business, partnership, support and friendship mean the world to us. As a token of our appreciation, we'd like to give you and your loved ones a holiday pie. We will have a selection of apple, pumpkin, pecan, peanut butter, & chocolate cream pies from Ye Ole Sweet Shoppe at our office on: Tuesday, November 26th
Feb
05
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Forecast 2019

Erie Club 524 Peach Street, Erie PA

5:30 PM - 7:00 PM
Where we've been. Where we are. Where we may be going.
Feb
07
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Forecast 2018

Erie Club 524 Peach Street, Erie PA

6:00 PM - 7:30 PM
Where we've been. Where we are. Where we may be going.
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About
Meet Our Team
Who We Serve
What Our Clients Are Saying About Us
What We Do
Financial Quarterbacking
Planning for Retirement
Business Exit Planning
Financial Planning for Business Owners
Leverage & Financing Strategies
Financial Planning for Highly Compensated Employees
Get Started Now
Resources
Events
Contact
Login