Upcoming Events

Womens Circle

Women’s Circle

A safe place for women in Silver Oak’s Community to empower one another through thoughtful questions, reflection, and speaking with intention. Learn more here.

By Invitation Only

Past Events & Webinars

Sudden Money Insights

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.


Libby's Leadership Lap

Linda Cao, President of Silver Oak speaks with Libby Gill, business coach and public speaker, on her podcast Libby’s Leadership Lab about the many ways women can build wealth.

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.

We Live in Strange Times. What if Our Lives Could Actually Be Better Because of Them?
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?
If you think you have the ability to give, maybe you just need the permission. For many people this means knowing how much you can afford. Critical to this decision is having a financial plan in place.
When a child asks for money, it’s hard to be the “bad cop.” We don’t want to disappoint our kids. In these situations it is often necessary, and beneficial for both parties, to have an independent third party to be the voice of reason.
How is it that we lead within our own families or exert influence in a positive way during hard times?

Silver Oak’s CEO Linda Cao was interviewed while at the Morningstar Investment Conference on the firm and its financial life planning focus.