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There is always more to learn.
Most people feel like they should know what to do with their money, but very few of us were actually taught how to manage our money. With a continuously changing landscape, something new can feel scary, but staying stuck can be even worse.
Attend a Free Educational Event
Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, we can help you create and enjoy the retirement of your dreams. We’re committed to keeping things simple and clear. We pride ourselves on providing you with quality information so you can make sound financial decisions. We’ll tailor a plan around your specific goals to create the peace of mind you deserve. Attend one of our events to discover more about what we do or connect with us one on one to figure out if we might be a good fit.
Money 101
We go to school for 12+ years and learn reading, writing, and arithmetic, but never learn how about how money works!
This workshop is not a sales seminar, but an educational opportunity for you to learn the fundamental principals of money.
Learn how to grow and protect your money for college funding, retirement, or simply wealth building - with money you never knew you had.
We host this free event monthly in-person in the Tulsa, Oklahoma area AND live virtually via Zoom.
Wine, Women & Wealth®
If 90% of women will be solely responsible for their own finances at some point in their lives... shouldn't we have a good relationship with money now?
Wine, Women & Wealth® is a financial education and networking event for those who are excited about building a community of women who feel GREAT about money!
This is a FREE event. You are welcome to bring a friend and business cards.
We currently host this in-person event monthly in Tulsa, Oklahoma.
Education Only. No Pitch. No Pressure.
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Attend a Free Event
Come get to know us. No pitch. Nothing to buy. Just sharing financial principles and wealth-building habits anyone can use.
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Discovery Call
We can't cover everything in one short class and most people have a few questions. If you want to learn more, we're here for you.
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Be Someone's Hero
Now that you have the info, pay it forward! Invite a friend or family member to attend the next event with you. Attend event as many times as you'd like.