05/11/21 and 05/12/21

Texas Estate Law Workshops - Colleyville, TX

“

Oath Law provided excellent service and guided us into the estate planning process.  All of our questions were answered.  The process is complex, but their guidance and expertise was comforting.  We also learned that the process is continual and not a one time service. Highly recommend. - Bud


‍

Accredited by

What You'll Learn

  • Can your current investments weather a recession?‍
  • Will a lasting downturn in the market prevent you from retiring?‍
  • What should you do, or not do, if stocks plunge?
    ‍

You'll learn all of this, and much more.

Details:

or

ADV Part 2A
ADV Part 2B
Form CRS
888-557-5715 • © Oath Planning, LLC

‍
DISCLOSURE Oath Planning, LLC (“Oath Planning”) is a registered investment adviser with the SEC and notice filed in in Arkansas, Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Ohio, Oklahoma, Michigan, Mississippi, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Wisconsin. Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the commission. Oath Planning and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which Oath Planning maintains clients. Oath Planning may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. Oath Planning’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. No statement on this website should be interpreted or relied upon as financial or investment advice. This website should not be used as a substitute for competent financial advice from a licensed professional financial advisor.
Privacy Policy