We hope you'll join us!
- NEW! Wednesday, May 1st 11:30 – 1pm: Medicare for Advisors presented by Jimmy Jenkins of J&J Medicare Solutions hosted at Oklahoma City Community Foundation
- NEW! Wednesday, July 17th 12:00pm – 1:00pm CE via Zoom
Speaker: Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Assistant Professor Personal Financial Planning at Kansas State University
Topic: How Financial Anxiety can Manifest in Clients even if they have Plenty of Money - NEW! Wednesday, September 18th 11:30 – 1pm: Maximizing Value and Achieving a Successful Exit by David Ortiz of Overflow Wealth Advisory. Location coming soon.