Seven Oaks Capital

10/16/2026

Happy National Boss’s Day to Sagar! 🎉

Thank you for your leadership, vision, and dedication to our team and the clients we serve. Your passion for helping others Build Their Best Life inspires us every day!

We’re grateful to learn from you and be part of the Seven Oaks Capital team. 💙

10/09/2026

October is Financial Planning Month. 📊

The best plans start with knowing what matters most to you. Our team is here to help you navigate life’s milestones, prepare for the unexpected, and stay focused on your long-term goals.

Build your best life, one plan at a time.

10/07/2026

Join Seven Oaks Capital and Russell Investments for a timely discussion on the latest economic and market developments and what investors should be watching.

📅 Friday, October 16
🕛 12:00 P.M. EST

Gain perspective on the current market environment and what it could mean for investors.

🔗 Register here: https://nm.zoom.us/webinar/register/WN_BXKWpZHhRuOlqOlUNNdrcg

10/05/2026

October is Financial Planning Month. 📊

A strong financial future starts with a plan. This month, take a moment to revisit your goals, protect what matters, and make intentional decisions for the life you want to build.

Plan today. Build tomorrow.

09/18/2026

Join George Walters of Medicare Plan Partners and Sagar Shah of Seven Oaks Capital for a discussion on Medicare planning. Learn about key enrollment timelines, the differences between Medicare Supplement and Medicare Advantage plans, Part D prescription coverage, IRMAA surcharges, and common mistakes to avoid. Walk away with greater confidence and clarity as you navigate your Medicare options.

📅 Wednesday, October 14, 2026
🕛 12:00 P.M. EST

🔗 Register through the link in our bio.

09/11/2026

Today, we pause to remember and honor the lives lost, the families forever changed, and the heroes who emerged on September 11, 2001.

We will always remember. ❤️🇺🇸

09/04/2026

A moment to pause, reflect, and enjoy the long weekend. 🇺🇸

In observance of Labor Day, Seven Oaks Capital will be closed Monday, September 7. We will resume normal business hours Tuesday, September 8.

Wishing our clients, friends, and their families a relaxing holiday weekend—and a chance to enjoy the people, places, and moments that make the work worthwhile.

Here’s to enjoying the life you work so hard to build.

09/04/2026

Join Seven Oaks Capital and Juno for an educational webinar with Joe Price-Gault, Director of Student Loan Refinancing at Juno, covering recent student loan changes and what they could mean for borrowers.

Juno helps borrowers navigate student loans, compare refinancing options, and find potentially better terms with lenders—making it easier to understand what options may be available.

We’d love for you to join us and learn more.

📅 Wednesday, September 16, 2026
🕛 12:00 P.M. EST

🔗 Register through the link in our bio.

09/03/2026

08/28/2026

There’s a lot to celebrate at Seven Oaks Capital lately! 🥂

From celebrating 15 years of Seven Oaks Capital to being recognized among the Top 50 Financial Security Professionals in New Jersey for the fourth year in a row, we’re taking a moment to celebrate the people who make it all possible — our team and our clients.

While the recognition is an incredible honor, what means the most to us is what it represents: the trust our clients place in us and the work we get to do every day to help protect and empower families.

$660M in cash value plans. 15 years of Seven Oaks Capital. One incredible team.

To our clients, our team, and everyone who has been part of the Seven Oaks journey — thank you. We’re proud of how far we’ve come and even more excited for what’s ahead.

Here’s to celebrating the milestones, the people behind them, and building futures that last.