White Oak Wealth Partners

05/26/2026

Great conversations last week at our AI event hosted at the Firehouse ( formerly The Pufferbelly Restaurant) in downtown Erie.
One of the biggest takeaways from the evening: while technology is changing rapidly, trust, relationships, and thoughtful guidance matter more than ever.
Huge thank you to Erica from Erie Insurance for leading such an engaging and interactive discussion around artificial intelligence, cybersecurity, and what these changes may mean for individuals and families moving forward.
We appreciated all of the thoughtful questions and perspectives shared throughout the evening.

05/14/2026

Artificial Intelligence is already changing the way we live and work, and understanding it does not have to feel overwhelming.

Join us for an educational event designed to help you better understand how AI is fitting into our lives today and where it may be headed in the future.

Our keynote speaker, Erica Shine of Erie Insurance, will share insights on:
• How AI is being used today
• Where AI is heading in the future
• Why AI is something to understand, not fear

This is an educational event only. No business presentations or sales pitches.

📍 AI & Your Future
📅 Wednesday, May 20th
📍 Erie Insurance Firehouse
414 French St.
Erie, PA 16507
⏰ 5:00 PM Registration
⏰ 5:30 PM Presentation

Seats are limited and RSVP is required to attend by Monday, May 18th!
Email: [email protected] or https://2026aipresentation.rsvpify.com

02/23/2026

Hi friends! I’m looking for a local (but doesnt have to be) video/content creator to partner with me on building out YouTube and digital media for White Oak. Ideally, helping with studio setup (nothing fancy), editing, clips, posting, and overall creative direction.

If you know someone who LOVES content creation, I’d greatly appreciate an intro.

Thanks, and have a great day!!

01/30/2026

Think of a financial planner like a navigator on your journey. We help you stay on course and avoid obstacles along the way.

📲 Reach out to White Oak Wealth Partners today: 814-835-4551
https://whiteoakwealtherie.com/contact.php

01/28/2026

In this article, I explore strategic, diversified approaches to help you navigate uncertainty and work toward safeguarding your retirement plans.
https://whiteoakwealtherie.com/ideas/navigating-market-volatility-in-retirement/

01/27/2026

“We’ve been educated in so many different options when doing estate planning. I have complete confidence in my advisors”. - Susan

We are grateful for the chance to guide our clients throughout their financial journey. Thanks, Susan!

01/23/2026

Wondering what the best strategy is to transfer your wealth to the next generation.

Check out 5 fundamental steps you need to be aware of regarding passing on your wealth to your loved ones.
https://whiteoakwealtherie.com/ideas/how-to-transfer-wealth-to-the-next-generation/

01/21/2026

The white oak tree owes its remarkable strength and longevity to one simple phenomenon: steady growth over a long period of time.

In much the same way, White Oak Wealth Partners relies on enduring financial principles to build lasting generational wealth. With a service and support system that runs deep, we help our clients establish financial stability that lasts throughout retirement and on to future generations.

In much the same way, White Oak Wealth Partners relies on enduring financial principles—like education, flexibility and sustainability—to build lasting generational wealth. With a service and support system that runs deep, we help our clients establish financial stability that lasts throughout r...

01/20/2026

It’s always rewarding to hear how our approach makes a difference. Here's what one of our clients, Deb, had to say:

01/19/2026

“Life’s most persistent and urgent question is, ‘What are you doing for others?’”

Dr. King’s question still challenges us. Today is an invitation to look at how we show up in our communities, support one another, and build something better than what we inherited.