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Events

Join us at one of our upcoming events.

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.

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Money 101

We go to school for 12+ years and learn reading, writing, and arithmetic, but never learn how money works!

This free 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.

Next Dinner Workshop:

Tuesday, August 16, 2022 in Tulsa, OK. Contact us to reserve your seats.

Ongoing virtual events. Contact us for dates and times.

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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 no-cost financial education and networking event for those who are excited about building a community of women who feel GREAT about money!

Next Networking Event:

Monday, August 8, 2022
6:30 pm
Tulsa, Oklahoma

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Virtual Money 101

We go to school for 12+ years and learn reading, writing, and arithmetic, but never learn how money works!

This free 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.

 

Contact us for the link to watch a recording.

Contact us to request a link to the live online events. If you can’t make one of the times listed request the “on demand” link and watch anytime which fits your schedule.

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One on one

Prefer to talk privately or ask more specific questions? Let’s get together and just have a chat to see if we’re a good fit.

Book a pitch-free, get to know you appointment below.