Programs & Events

Blue Angels Fly Over

"The Annual Big Shred"

Community Event

Date: April 30, 2016

Time: 9am-12pm

Location: 7552 Redwood Boulevard, Novato, CA

Members of the public can bring any documents they want safely shredded. Donations are happily accepted to benefit the 501(c)(3) Gilead House & their efforts toward transitional housing and life skills education for single mothers in need.



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Blue Angels Fly Over

Have you ever wondered what it's like to be in the cockpit of a Blue Angel's jet?

Get a First-Hand Account from a Former Blue Angel!


In preparation for the excitement of fleet week, we are happy to bring you a thrilling talk and video from colleague and friend, Matt Shortal.

Matt served as a Blue Angel from 2004-2008. He is a US Navy Top Gun graduate and a US Navy fighter weapons school graduate. Matt will be giving you his first-hand account of what it’s like flying at 400 MPH upside down only 18 inches from the next plane!

Matt is an aviation and military expert for the TV show, Pawn Stars, on the History Channel.


Please RSVP soon to save your seat for this exciting event.

Light refreshments will be served.

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2016 Annual Half-Time Report


Guests to be Introduced to Valley Oak Wealth Management are Welcome.


On Wednesday July 13th, 75 clients and guest of Valley Oak Wealth Management gathered for the annual halftime report held at Marin Country Club in Novato. Tim Russell and guest speaker Brian Levitt, Chief Economist for Oppenheimer Funds spoke about the economy and how their client’s money faired for the first half of the year.

Some of the key take away from the report:

  • BREXIT will probably be good for the U.S. stock market because it is now unlikely the FED will raise interest rates this year or 1st quarter of 2017.
  • Bonds have done well this year because of a low interest rate environment. Both corporate and municipal bonds are still attractive.
  • Housing starts are at an 8 year high and home sales are the highest since the recovery started. This bodes well for the GDP because housing represents 15% of the U.S. Economy

This isn’t your father’s stock market. Most developed countries are experiencing negative interest rates. This unprecedented phenomenon has never been seen before and the fallout of the central bank’s policy is unknown at this time. However, the expectation for the U.S. economy is to continue to expand albeit slowly. A recession this year is very unlikely.

If you would like to be put on the mailing list for our next annual Forecast meeting, please e-mail to info@valleyoakwm.com and ask to be put on the Forecast meeting list.


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Cybersecurity Graphic

Cyber Security "Apps with Apps"

David Rutan, Found of Wizdom on Wheels Onsite IT

David has been professionally supporting people with their technology for over 16 years. He began his technology career at Apple in 1999 as one of the first Mac Geniuses in the country when he opened the Palo Alto Apple Store in 2001. In 2008 he co-founded Wizdom On Wheels with the intention of providing high touch Mac Genius level support to homes and businesses around the San Francisco Bay Area. David loves interacting with people and bringing them up-to-speed in a language they understand. He will share ways for you to simplify and enhance the use of your devices:

  • Security - Secure your information across devices.
  • Get more out of your apps for Music, Photos & Travel
  • View your accounts on your devices

Friends and colleagues of Valley Oak Wealth Management are invited to come learn the latest tips. Please bring your devices to follow along and get some of your questions answered.

Registration required. Contact Kareen Maskell at (415) 898-4439 or info@valleyoakwm.com


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Forecast Meeting for Valley Oak Wealth Management

Forecast 2016

Presentations by Tim Russell, CLU, ChFC and special guest Adam Schor, CFA, Senior Vice President and the Director of Global Equities for Janus Funds.

Marin Country Club
500 Country Club Drive, Novato

6:00 PM Registration
6:30 PM Forecast 20116 Presentation and Dinner

Please RSVP by January 18, to 415-898-4439 or by e-mail to info@valleyoakwm.com

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Today's Markets

Dr. Jerry Webman, Chief Economist for Oppenheimer Funds, Inc.

Back by popular demand - Dr Jerry Webman, Chief Economist for Oppenheimer Funds, Inc. will speak about today’s markets.

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Annual Fundraiser for Homeward Bound

Annual Fundraiser for Homeward Bound. Deborah Price, Founder and CEO, The Money Coaching Institute will discuss “Using the eight money types to create wealth and prosperity”.

This event is for our Women Clients – we will also be learning to make the fabulous Halo Truffles from the wonderful Chef’s at the Next Key Center Culinary Academy.

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Annual Forecast Meeting

Tim Russell will discuss how the markets performed in 2015 and what we might expect for the first half of 2016.

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2015 Annual Half-Time Report


Guests to be Introduced to Valley Oak Wealth Management are Welcome.



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Annual "Big Shred" Free Shredding Event to Benefit the Gilead House

Post-taxes shredding event - Benefiting the Gilead House

Members of the public can bring any documents they want safely shredded. Donations are happily accepted to benefit the 501(c)(3) Gilead House & their efforts toward transitional housing and life skills education for single mothers in need.

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2015 Annual Forecast Meeting

Tim Russell, CLU, ChFC will discuss how the markets fared in 2014 and the expectations for 2015.

Please RSVP by January 16th at (415) 898-4439 or to info@ValleyOakWM.com



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Real Estate Investing

Guests are welcome

Please RSVP | Call (415) 898-4439 or Email us at info@valleyoakwm.com

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Long Term Care Seminar

Pizza will be Served

Guests are welcome

Please RSVP | Call (415) 898-4439 or Email us at info@valleyoakwm.com

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Half-Time Report

Speaker:Timothy Russell and Special Guest

Tim Russell will analyze the events that took place in the market for the first half of 2014. Hear his ideas on how those events and others will unfold and possibly impact the remainder of the year.

Hors d’oeuvres and Wine Tasting

Guests are welcome

Register by Friday July 25th, please call (415) 898-4439 or email us at info@valleyoakwm.com

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Annual Women's Truffle Making Event

The chef at Homeward Bound will be teaching our guests how to make chocolate truffles, which you’ll get to take home.

Held at Homeward Bound, the proceeds will assist Marin non-profit that helps the homeless by providing housing and job training, while transformation out of homelessness is accomplished.

Photos from last year's event...

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Chamber of Commerce Mixer at VOWM

Mixer with the Novato Chamber of Commerce to celebrate five-years in our historic building at 2 Ranch Drive - Valley Oak offices.

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LONG TERM CARE SEMINAR


Presentation:6:30PM


Date: Tuesday, October 29

Location:Best Western, 56 Madera Blvd, Corte Madera

Presentation:6:30PM


RSVP for the Seminar


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Half-Time Report

Speaker:Timothy Russell and Special Guest


Tim Russell will analyze the events that took place in the market for the first half of 2013. Hear his ideas on how those events and others will unfold and possibly impact the remainder of the year.

Winning number from last night is #173182 - Check out the event...


“People make events into stories. Stories give events meaning.”

Scarlett Thomas, Going Out