Events

Tax Strategies

Learn about the latest tax law changes and which investments and tools can help you manage your tax liability.

Understanding Medicare from A to D

Learn the parts of Medicare, who is eligible, Part A and B coverage, covered and excluded services

Understanding the Economy and Navigating the Market

Special guest speaker, Dr. Quincy Krosby, LPL’s Chief Global Strategist, will offer her perspective on global capital markets

Lori Fullbright's "Scams, Cons and Frauds"

Scams, cons and frauds are on the rise in Oklahoma. Lori Fullbright of News on 6 will talk about the common types of scams and what to do or not do or say to scammers.

Securing your Retirement

The discussion will cover the advantages of waiting to draw Social Security, spousal benefits, age differences of spouses, and the rules of retirement benefits.

State of the Markets webinar

Join us as we examine year-end market results: Analyze key economic indicators Identify critical headwinds & tailwinds Discuss targeted forecasts Examine the impact of Fed policy

Charitable Giving: How to Build Your Impact

Charitable Giving: How to Build Your Impact by building a charitable legacy; understanding the benefits of giving strategically and considering various giving vehicles and strategies

Foundations of Estate Planning

Learn the advantages of an estate plan. Minimize the probate process, protect beneficiaries, reduce estate taxes and protect assets.

Tax Strategies Online Presentation

Learn about the latest tax law changes and which investments and tools can help you manage your tax liability.

Securing Your Retirement

Join us online to hear about the advantages of waiting to draw Social Security, spousal benefits and the rules of retirement benefits.

State of the Markets webinar

Join us online for a comprehensive review of market activity in 2021 and a look at what may happen in 2022.

Estate Planning and Death Taxes webinar

Planning for your family’s financial future can be quite a challenging task. Everyone should begin planning for their future, not just retirement, but what if you or your spouse dies. What will happen to you, to your family?

Faith Walk with Kristin and Peter

Through a series of personal stories, Kristin will talk about dedicating her work-life to God, leaving a 15-year career for the unexpected, walking the Camino de Santiago.

Tax Strategies

Learn about the latest tax law changes and which investments and tools can help you manage your tax liability.

An All-Weather Approach to Investing

The market tends to reward long-term investors. Learn the keys to diversification and why "time in the market" vs. "timing the market" matters for your long-term goals.

Mid-Year Market Update by First Trust

We will discuss investing in equities in the current climate and maintaining a long-term perspective in volatile times.

Preparing for the Rising Costs of Care

Preparing for long-term care expenses now can help you focus on the things you  love in retirement.

American Funds Webinar - "Investing in an Uncertain Market"

You’re invited to attend a webinar by American Funds, “Investing in an Uncertain Market”, that will highlight actionable investment strategies to help you stay committed to your long-term financial goals.

Securing Your Retirement

We will cover the advantages of waiting to draw Social Security, spousal benefits, age differences of spouses, and the rules of retirement benefits. The presentation is worth attending for anyone within a few years of retiring.

State of the Markets webinar

Join us for a comprehensive review of market activity in 2020 and a look at what may happen in 2021.

Join us for our Christmas dinner presentation on Tuesday, Dec. 15th in person or online!

Travel West with us! online webinar Nov. 19th!