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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 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