Oliver Asset Management hosted our very first Women and Wealth Event at the Sweet Heart Winery this November! The ladies were able to get a glass of wine and a plate of delicious hors d’oeuvres while they listened to Frank’s presentation on retirement planning. After the presentation, everyone was able to mingle and chat over a second glass of wine. Thank you to everyone who joined us, and we are looking forward to our next event at the Sweet Heart Winery!
A huge thank you to everyone who joined us! We’re so grateful for our amazing clients and the joy you bring to every gathering.
What a wonderful day together! We had so much fun celebrating with such an incredible group of clients.
We’re so thankful for each of you who came out! These events are always more special because of the laughter and memories we share.
Thank you for making this day so memorable! We had a blast and hope you did too.
It’s always a pleasure connecting outside the office. Thank you for making this such a fun and memorable event!
What a fantastic event with even better company! We’re so grateful for each of you who joined us.
We loved seeing so many friendly faces! Your presence made this day extra special.
We had such a wonderful time together! Thank you for making the day full of laughter and great memories.
What is a Roth IRA conversion? A Roth IRA conversion is the process of moving IRA or employer plan assets to a Roth IRA.
Leaving a Legacy
