Three generations of a family laughing together under spring blossoms

Client Events

Webinars, classes, and expert sessions designed to be both informative and enjoyable.

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Beyond the balance sheet

Upcoming events

Writing Your Legacy Letter webinar featuring Blake Brewer

Upcoming

Webinar: The Legacy Letter Workshop

When: Thursday, October 22nd, 2026 from 3:30 - 5:00PM EST

Where: This event will be held virtually via Zoom.

What: Join us for an interactive webinar with Blake Brewer, founder of the Legacy Letter, exploring the importance of writing a Legacy Letter and how it can help you share your values, life lessons, and wishes with the people who matter most. The first half of the session will discuss the purpose and impact of a Legacy Letter, followed by a guided workshop to help you begin writing your own. Please note that this webinar is unrelated to our previous “Family Love Letter” event.

From the archive

Past events

Bucket List Living webinar event graphic

Past Event

June: Bucket List Living Webinar

When: Tuesday, June 24th at 4PM EST

Where: This event will be held virtually via Zoom. A Zoom link will be emailed to attendees prior to the event.

What: Join Brandywine Oak Private Wealth and travel expert Mimi Lichtenstein for a special webinar on June 24th, where Mimi will share insights on popular bucket list travel destinations, offer travel safety tips, and answer your questions during a live Q&A session.

Smart & Healthy Cooking Class event graphic

Past Event

July: Smart & Healthy Cooking Class

When: Thursday, July 24th at 4PM EST

Where: This event will be held virtually via Zoom. A Zoom link will be emailed to attendees prior to the event.

What: Join Brandywine Oak and Certified Health Coach Julie Palumbo on Thursday, July 24th at 4:00 PM EST for a fun and engaging "Smart & Healthy" cooking class. Julie will guide you step-by-step through preparing a nutritious dinner and dessert: turkey burgers and "Nice-Cream" sundaes. We'll send the recipe cards in advance so you can gather your ingredients and cook along from the comfort of your kitchen.

Past Event

August: Making Sense of Medicare – What You Need to Know

When: Thursday, August 28th at 4PM EST

Where: This event will be held virtually via Zoom. A Zoom link will be emailed to attendees prior to the event.

What: Join Brandywine Oak and Medicare Planning expert Peter Stahl for a practical and engaging webinar designed to help you make sense of Medicare. Whether you're approaching age 65 or helping a loved one navigate their options, Peter will break down the complexities and share the top things you need to know: from enrollment timelines to coverage choices and common pitfalls to avoid. You'll walk away with greater clarity and confidence to make informed Medicare decisions for yourself or your family.

Our events are designed to be both informative and enjoyable for all.

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Events are exclusive to clients

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