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Is retirement drawing closer?

We have clients coming to us all the time that know retirement is on the horizon but don’t feel like they are ready.

The good news?

There’s still time to take control of your future. We are here to help and want you to be as prepared as possible.

Come check out our Retirement Savings Plan Workshops on Tuesday, March 30th where our President and CEO, Mike Scarborough, gives your a clear path on exactly how to prepare for your future. 
Running Hare Vineyard
Tuscan Events Building
150 Adelina Road
Prince Frederick, MD
Tuesday, April 13th
*This is 100% FREE training, no credit card required.
Complimentary snacks and adult beverages are served. Seating is limited due to Covid restrictions and a face covering is required.

Meet Your Speaker

Mike Scarborough
President and CEO

J. Michael Scarborough (Mike), President and CEO of Oak Wealth Partners, Inc. is known for innovating the industry of managing monies for individuals in qualified plans. 
Mike earned his MBA in finance from Baldwin-Wallace College and his Bachelor of Science degree in finance from Salisbury State University. In 2005 Mike was awarded an Honorary Doctorate for Public Service from Salisbury State University. He has taught personal finance and economics courses at Johns Hopkins University and Salisbury State University.
Mike has appeared on several television networks, including Fox 5 TV, and has been featured in print media and national publications such as Kiplinger's Personal Finance Magazine, Money Magazine, Pensions & Investments, USA Today and The Wall Street Journal. Mike has written two books available on Amazon.com - The Scarborough Plan: Maximizing the Power of Your 401(k) and 401(k)nowledge: Practical Advice for Retiring on Your Own Terms. These books provide easy to understand recommendations on strategies to improve the performance of hard earned savings.

*The study, Help in Defined Contribution Plans: 2006 through 2012, examined the 401(k) investing behavior of 723,000 workers at 14 large U.S. employers. It found that on average, employees using Help had median annual returns that were 3.32 percent higher, net of fees, than participants managing their own portfolios. If two participants—one using Help and one not using Help—both invest $10,000 at age 45, assuming both participants receive the median returns identified in the report, the Help participant could have 79 percent more wealth at age 65 ($58,700) than the Non-Help participant ($32,800).


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