Royal Oak Retirement University is dedicated to educating pre-retirees and retirees in the Central Ohio area about best financial planning practices.
The oak tree symbolizes strength – and much like the oak tree, a strong financial plan requires “strong roots.” These roots are the foundation of a good financial plan and symbolize wealth management, risk management, tax planning, estate planning, cash flow, charitable giving and value added.
All seven tenets come together to form the deep, unshakable roots of the oak tree. Our goal is to provide the information needed to grow your financial plan from a seedling to a mighty oak. Our commitment is to educate and help each attendee gain knowledge, become empowered to make informed decisions and unlock his or her best possible financial future.
To learn more about Royal Oak Retirement University and to meet our experienced instructors, please contact our offices in Worthington, OH and Lancaster, OH at 614-842-6090.