Question 1

How do I join the webinar?

Accepted Answer

We will send you a link directly to the email address you provide when you register. Please ensure you have access to this email address. It is best to view the event from a laptop or computer, but you can also use a tablet if needed.  We suggest you are prepared with pen and paper to take notes.

Question 2

Is there a sales pitch?

Accepted Answer

No, these events are strictly educational. Absolutely no product will be presented, or sales pitch given. It is typical for the educator to offer a second, personal session with attendees to cover unique situations and answer specific questions.

Question 3

Who is this for?

Accepted Answer

The information presented is designed to help pre-retirees and retirees. Some concepts are situational and best explored one-on-one, this class is best for those willing to have a follow-up call after the event.   Strategies discussed are most appropriate for those with 500k of investable assets.

Question 4

Who is presenting?

Accepted Answer

Oxford is a group of financial professionals with decades of experience both in the financial advisory space as well as in education. Their team educates thousands of Florida families each year.

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