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Speaking

Mr. Oana has spoken on a wide range of topics over the years to groups including:

Mr. Oana has spoken on a wide range of topics over the years to groups including:

  • IBM
  • The University of South Carolina
  • UPS

Michael has given various talks on wide-ranging topics, including:

  • How to Manage Retirement Income,
  • How to Manage the Market Volatility
  • The Year ahead in the Economy

If you would be interested in having Michael speak to your club, civic organization (such as the Kiwanis, Rotary, or Civitans), neighborhood association, church group, etc. then please don’t hesitate to call us at 803-790-8989.

Silent Auctions:

Silent Auctions:

Michael Oana Retirement Planning Specialist sponsors many silent auctions throughout the year by donating a package of services in what we call our “Financial Four Pack”. This is a basket of services from four of Columbia’s top financial service professionals, and includes:

  • One hour of free retirement planning advice from Michael Oana, Chief Retirement Planning Specialist, Michael Oana Retirement Planning Specialist
  • One hour of free tax advice from Stephen D. Kirkland of Kirkland, Thomas, Watson & Dyches, LLC. (website)
  • One hour of free insurance advice from Aubrey Shaw, Agent, Life Time Consultants, LLC.
  • One hour of free insurance advice from Brad Giles, Co-Owner Giles Brothers Allstate. (website)
  • Additionally, the basket includes some smaller miscellaneous items, and has an estimated value of approximately $300.

If you would be interested in having Michael Oana Retirement Planning Specialist donate one of these baskets to your organizations auction, please call us at 803-790-8989.