Past Events & Webinars
Helping clients manage the intersection of money and life questions is a driving passion behind our work at Silver Oak. Listen here to the conversation Linda Cao, President of Silver Oak, had with Susan Bradley, founder of the Sudden Money Institute, as Linda shares why we have this specialty in guiding clients and how we do it every day.
Your tangible assets are not all you have to pass on to your loved ones. What is in your heart, mind, and memory is of tremendous worth to them: your values, perspective, stories, and love.
What are the financial skills that need to be shored up in our families if we hope to emerge wiser, closer, and stronger than before?
Silver Oak’s CEO Linda Cao was interviewed while at the Morningstar Investment Conference on the firm and its financial life planning focus.