Brandywine Oak Private Wealth
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Client Events

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

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Beyond the balance sheet

Upcoming events

Our client events bring in outside experts on the topics that shape a rich life. Feel free to register yourself or bring a friend.

Making Sense of Medicare live webinar graphic featuring Peter StahlUpcoming

Making Sense of Medicare

When: Thursday, July 23rd at 4:00PM EST

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

What: Join us for an educational discussion with Medicare expert Peter Stahl as he covers the Medicare basics, including enrollment, coverage options, costs, and the key decisions to help you navigate Medicare with confidence.

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Feel free to register yourself or bring a friend! If you have any difficulty registering at the link above, please reach out to your Brandywine Oak Team.

From the archive

Past events

Bucket List Living webinar event graphicPast 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 graphicPast 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.

Making Sense of Medicare event graphicPast 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

Become a Brandywine Oak client and you’ll be on the guest list for every webinar, class, and expert session we host.

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