Webinars, classes, and expert sessions designed to be both informative and enjoyable.
Get StartedBeyond the balance sheet
Our client events bring in outside experts on the topics that shape a rich life. Feel free to register yourself or bring a friend.
UpcomingWhen: Date to be announced
Where: Details to be announced.
What: An upcoming client session on living a longer, healthier, and more purposeful life — practical insights on wellbeing, planning, and making the most of your retirement years. Full details and registration coming soon.
From the archive
Past EventWhen: 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.
Past EventWhen: 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 EventWhen: 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. Feel free to register yourself or bring a friend! If you have any difficulty registering, please reach out to your Brandywine Oak Team.
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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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