Scarlet Oak Financial Services


Mon - Fri 9.00- 5:00


Lunch and Learn- Social Security 101

Lunch and Learn- Social Security 101

Confused about your Social Security benefits and need some answers? With over 2,700 regulations that govern Social Security, it’s not surprising that few people feel confident with the Social Security claiming process.  At this seminar you will get to hear from National Social Security expert, Faye Sykes and get her years of knowledge about Social…

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Round Table Discussion- Financial – Sept 11, 2019

Please join Faye for a small group discussion on anything financial.  Must RSVP to get location. There is limited seating.  

Seminar- Smart Investing for Life’s Changes

Seminar- Smart Investing for Life’s Changes

Do you have a financial junk drawer that you cannot make sense of? Need help getting started? Join us for our seminar hosted by Kevin Salvadori. Learn the key areas around getting financially healthy: budgeting getting out of debt how much emergency saving do you need This is a RSVP event, please register to join…

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Lunch and Learn Seminar- Retirement 321… Blast off!

Are you ready to retire or in the tail-end planning phase? This will be the event for you. We will highlight : diversification of assets annuities long term care life insurance social security medicare and more This is a RSVP event, please register for a ticket today. RSVPs close on August 18th, so sign up…

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Financial 101- One-year flat fee learning program

Scarlet Oak will be offering a one-year flat fee learning program called Financial 101. In that year, we will help you get your finances in order with a budget created together, a get out of debt plan, and a basic education about financial literacy. By the end of the year, you should have the financial…

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