- November 1, 2017
Point Oak attends 2017 Retirement Roundtable sponsored by Natixis Global Asset Management in Miami. Keynote Speaker: Jan Hargrave, “Understanding Nonverbal Communication”. Featured investment managers included:
- Harris Associates
- Loomis, Sayles & Company
- Mirova* (ESG investing)
- October 12, 2017
Point Oak attends a sales summit sponsored by TAB and Sandler Training.
- October 5, 2017
Point Oak attends AB 2017 Retirement Solutions Forum in New York.
- October 2, 2017
Point Oak attends and supports Freedom Fairways Classic Charity Golf Tournament benefiting Special Operations Wounded Warrior Foundation.
- September 28, 2017
Point Oak attends breakfast hosted by Nationwide to discuss their capabilities.
- September 20, 2017
Point Oak makes donation to the Sumil Shah Foundation in honor of Dr. Ajit Shah. The Sumil Shah Foundation is committed to helping children and their families create an environment that is conducive to their development through programs that foster their ethical, social and intellectual qualities. The foundation’s mission is to provide the basic necessities to children through contributions and outreach that they may have been deprived of in order to reach these goals and create values such as kindness, helpfulness, personal responsibility, and respect for others.
- September 16, 2017
Point Oak attends and supports “Corks with Cade” hosted by Shady Grove Fertility and Hidden Hills Farm and Vineyard. All proceeds will help support the Cade Foundation’s Family Building Grants which assist families with costs associated with fertility or adoption.
- September 1, 2017
Point Oak attends 2017 National Book Festival hosted by the Library of Congress. Speakers included Thomas L. Friedman and Michael Lewis.
- April 1, 2017
A Washington, DC-based government contractor hired Point Oak to conduct a benchmark of their retirement plan’s service provider and to deliver ongoing advisory services. Our advisors are tasked with implementing a consistent and repeatable process to evaluate the contractor’s retirement plan investments. Additionally, we are spearheading a custom communications program to help educate their staff on saving for retirment.
- February 1, 2017
Point Oak is pleased to announce another addition to our client roster. A technology company in Reston, Virginia has enlisted our 401(k) advisory services. Our objective is to provide a resource for their employees to help them save for retirement. In addition, the plan sponsor hired us to be an independent, objective authority to monitor the retirement plan on their behalf.