Build Your Own
1.oak Financial Plan Workshop
April 28th | 12 PM
April 30th | 6 PM
May 2nd | 11 AM
5005 Colley Ave
Norfolk, VA 23508
A hands-on workshop to help you design a financial strategy built specifically for you.
What does a strong financial plan actually look like?
Most financial plans are generic. But your life, goals, and financial future are anything but ordinary.
Join 1.oak Financial for a hands-on workshop where you’ll learn the framework behind our One of a Kind Financial Plan™ and begin building the foundation of your own strategy.
During this interactive session, you'll learn:
• The five pillars of a strong financial plan
• The biggest mistakes people make in retirement planning
• How to structure income, taxes, and investments for the future
• The three questions every financial plan must answer
Space is limited to keep the workshop interactive.
Learn from an industry leader
Mike Milligan is the Founder of 1.oak Financial and the creator of the One of a Kind Financial Plan™. With a passion for helping individuals turn complexity into clarity, Mike has built his approach around one core belief — financial planning should start with people, not products. Through his work, he helps clients design personalized strategies that align with their goals, values, and vision for the future.
Workshop Facilitator
Three Opportunities to Build Your
One of a Kind Financial™ Plan
In-person attendance
Location:
5005 Colley Ave, Norfolk, VA
- Tuesday, April 28, 2026 | 12:00pm
- Thursday, April 30, 2026 | 6:00pm
- Saturday, May 2, 2026 | 11:00am
Three Opportunities to Build Your
One of a Kind Financial Plan
In-person attendance
Location:
5005 Colley Ave, Norfolk, VA
- Tuesday, April 28, 2026 | 12:00pm
- Thursday, April 30, 2026 | 6:00pm
- Saturday, May 2, 2026 | 11:00am
FAQ's
Who is this workshop for?
This workshop is designed for individuals and couples who are serious about their financial future, especially those approaching retirement or looking for more clarity around their current plan. If you’ve saved, invested, and made smart financial decisions but still feel unsure how it all fits together, this session is for you.
Do I need to buy anything?
No preparation is required. We’ll provide everything you need, including a guided workbook to help you begin building your own One of a Kind Financial Plan™. Just come ready to learn, think, and engage.
Is this a sales presentation?
No. This is an educational, hands-on workshop focused on helping you understand how a strong financial plan is built. While we’ll share how we work with clients, the goal is to provide value first. At the end, you’ll have the option to schedule a complimentary consultation if you’d like personalized guidance.
What will I walk away with?
You’ll leave with a clear understanding of the five key pillars of a strong financial plan, insight into potential gaps in your current strategy, and a personalized outline to help guide your next steps. Most importantly, you’ll gain clarity on what your financial plan should be doing for you.
Ready to Start Building Your
One of a Kind Financial Plan™?
Join us for this hands-on workshop and learn how to build a financial plan designed specifically for you. Reserve your seat today and take the first step toward clarity, confidence, and control over your financial future.
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