Close menu icon

Ready to start learning?

Fill out the information below, and get your plan started today.

Phone Number
(888) 557-5715
(888) 557-5715
Address
Find Your Office
Offices
Client Login

In-Person & Virtual Retirement Workshops

This free education gives you the essential knowledge you need to create your ideal plan - so you can get started today.
Play Button

In-Person & Virtual Estate Planning Workshops

This free educationgives you the essential knowledge you need to create your ideal estate plan - so you can get started today.

What You'll Learn

We’re going to show you what you need to be doing now to reach your retirement goals, and avoid running out of money.

We’ll explain how you can create an investment portfolio that can weather inflation and recessions. So you can feel confident in your retirement plan.

We even explain how tax and financial planning can help you keep what you’ve earned and grow your retirement wealth - something your accountant can’t do.

Find Your Local Workshop

Local Workshops

1851 Jacksboro Highway, Fort Worth, TX 76114
JJ Kerksieck
Hosted By
|
JJ Kerksieck

Fort Worth Client Appreciation Event

Address
Rockwood Park Golf Club, Banquet Room
Jan 28, 2025 1:00 PM
Jan 28, 2025 6:00 PM
Register

Not seeing a workshop in your area?

Book a Consult

Fort Worth Client Appreciation Event

Phone Number

Jan 28, 2025 1:00 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Phone Number

Jan 28, 2025 6:00 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Phone Number

Rockwood Park Golf Club, Banquet Room

Phone Number

1851 Jacksboro Highway, Fort Worth, TX 76114

Register
Get Directions

FAQ

Why should I integrate my financial plan with my estate plan?
Why do I need a custom financial plan that’s personalized for me?

How do I organize my financial plan?
How do I avoid running out of money in retirement?
What makes a fiduciary financial advisor different from the other guys?
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