Aligning your dreams & retirement
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We regularly host webinars and seminars to ensure that all prospects learn as much about retirement as possible. These events cover a large array of financial and retirement planning topics; there is sure to be something new discovered at each one. Fill out the form below to register for one of our events! We look forward to seeing you there!
all events calendar
Event Type
All
April 16th
April 17th
April 23rd & April 30th
April 25th & May 2nd
Feb 19th
Feb 20th
Feb 25th & March 4th
Feb 26th & March 5th
Jan 22nd
Jan 23rd
Jan. 28th & Feb. 4th
Jan. 29th & Feb. 5th
July 16th
July 17th
June 18th
June 19th
June 2nd & June 9th
June 3rd & June 10th
June 4th & June 11th
June 5th & June 12th
June 6th & June 13th
March 19th
March 20th
May 2nd & May 9th
Nov 12th
Nov 13th
Oct 15th
Oct 16th
Oct 21st & Oct 28th
Oct 22nd & Oct 29th
Oct. 10th & Oct. 17th
Oct. 8th & Oct. 15th
Sept 17th
Sept 18th
Sept 23rd & Tuesday, Sept 30th
Sept. 24th & Oct. 1st
Sept. 26th & Oct. 3rd
january
No Events
february
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, february 11 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, february 12 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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OSU-OKC Student Center900 N Portland Ave, Oklahoma City, OK 73107
Time
tuesday, february 17 6:30 pm
Location
OSU-OKC Student Center
900 N Portland Ave, Oklahoma City, OK 73107
Event Details
This event is held in two sessions: Session 1: Tuesday, Feb 17th 6:30pm – 8:30pm Session 2: Tuesday, Feb 24th 6:30pm – 8:30pm Content we will be covering: Life Planning Plan Distributions Investments Needs & Expenses Risk
Event Details
This event is held in two sessions:
Session 1: Tuesday, Feb 17th 6:30pm – 8:30pm
Session 2: Tuesday, Feb 24th 6:30pm – 8:30pm
Content we will be covering:
- Life Planning
- Plan Distributions
- Investments
- Needs & Expenses
- Risk Management
- Roadblocks & Mistakes
- Estate Planning
- Income Sources
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OSU-OKC Student Center900 N Portland Ave, Oklahoma City, OK 73107
Time
wednesday, february 18 6:30 pm
Location
OSU-OKC Student Center
900 N Portland Ave, Oklahoma City, OK 73107
Event Details
This event is held in two sessions: Session 1: Wednesday, Feb 18th 6:30pm – 8:30pm Session 2: Wednesday, Feb 25th 6:30pm – 8:30pm Content we will be covering: Life Planning Plan Distributions Investments Needs & Expenses Risk
Event Details
This event is held in two sessions:
Session 1: Wednesday, Feb 18th 6:30pm – 8:30pm
Session 2: Wednesday, Feb 25th 6:30pm – 8:30pm
Content we will be covering:
- Life Planning
- Plan Distributions
- Investments
- Needs & Expenses
- Risk Management
- Roadblocks & Mistakes
- Estate Planning
- Income Sources
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march
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, march 11 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, march 12 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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april
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, april 22 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, april 23 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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may
Nigh University Center100 N University Drive Edmond, OK 73034UCO Nigh Center
Time
monday, may 11 6:30 pm
Location
Nigh University Center
100 N University Drive Edmond, OK 73034
Event Details
This event is held in two sessions: Session 1: Mon, May 11th from 6:30pm-8:30pm Session 2: Mon, May 18th from 6:30pm-8:30pm Content we will be covering: Life Planning Plan Distributions Investments Needs & Expenses Risk Management Roadblocks & Mistakes Estate
Event Details
This event is held in two sessions:
Session 1: Mon, May 11th from 6:30pm-8:30pm
Session 2: Mon, May 18th from 6:30pm-8:30pm
Content we will be covering:
- Life Planning
- Plan Distributions
- Investments
- Needs & Expenses
- Risk Management
- Roadblocks & Mistakes
- Estate Planning
- Income Sources
RSVP to event
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OSU-OKC Student Center900 N Portland Ave, Oklahoma City, OK 73107
Time
tuesday, may 12 6:30 pm
Location
OSU-OKC Student Center
900 N Portland Ave, Oklahoma City, OK 73107
Event Details
This event is held in two sessions: Session 1:Tues, May 12th at 6:30pm-8:30pm Session 2: Tues, May 19th at 6:30pm-8:30pm Content we will be covering: Life Planning Plan Distributions Investments Needs & Expenses Risk Management Roadblocks & Mistakes Estate Planning Income
Event Details
This event is held in two sessions:
Session 1:Tues, May 12th at 6:30pm-8:30pm
Session 2: Tues, May 19th at 6:30pm-8:30pm
Content we will be covering:
- Life Planning
- Plan Distributions
- Investments
- Needs & Expenses
- Risk Management
- Roadblocks & Mistakes
- Estate Planning
- Income Sources
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Yes
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Nigh University Center100 N University Drive Edmond, OK 73034UCO Nigh Center
Time
wednesday, may 13 6:30 pm
Location
Nigh University Center
100 N University Drive Edmond, OK 73034
Event Details
This event is held in two sessions: Session 1: Wed, May 13th from 6:30pm-8:30pm Session 2:Wed, May 20th from 6:30pm-8:30pm Content we will be covering: Life Planning Plan Distributions Investments Needs & Expenses Risk Management Roadblocks & Mistakes Estate Planning Income
Event Details
This event is held in two sessions:
Session 1: Wed, May 13th from 6:30pm-8:30pm
Session 2:Wed, May 20th from 6:30pm-8:30pm
Content we will be covering:
- Life Planning
- Plan Distributions
- Investments
- Needs & Expenses
- Risk Management
- Roadblocks & Mistakes
- Estate Planning
- Income Sources
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OSU-OKC Student Center900 N Portland Ave, Oklahoma City, OK 73107
Time
thursday, may 14 6:30 pm
Location
OSU-OKC Student Center
900 N Portland Ave, Oklahoma City, OK 73107
Event Details
This event is held in two sessions: Session 1: Thurs, May 14th at 6:30pm-8:30pm Session 2: Thurs, May 21st at 6:30pm-8:30pm Content we will be covering: Life Planning Plan Distributions Investments Needs & Expenses Risk Management Roadblocks & Mistakes Estate
Event Details
This event is held in two sessions:
Session 1: Thurs, May 14th at 6:30pm-8:30pm
Session 2: Thurs, May 21st at 6:30pm-8:30pm
Content we will be covering:
- Life Planning
- Plan Distributions
- Investments
- Needs & Expenses
- Risk Management
- Roadblocks & Mistakes
- Estate Planning
- Income Sources
RSVP to event
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OSU-OKC Student Center900 N Portland Ave, Oklahoma City, OK 73107
Time
thursday, may 14 6:30 pm
Location
OSU-OKC Student Center
900 N Portland Ave, Oklahoma City, OK 73107
Event Details
This event is held in two sessions: Session 1: Thurs, May 14th at 6:30pm-8:30pm Session 2: Thurs, May 21st at 6:30pm-8:30pm Content we will be covering: Life Planning Plan Distributions Investments Needs & Expenses Risk Management Roadblocks & Mistakes Estate
Event Details
This event is held in two sessions:
Session 1: Thurs, May 14th at 6:30pm-8:30pm
Session 2: Thurs, May 21st at 6:30pm-8:30pm
Content we will be covering:
- Life Planning
- Plan Distributions
- Investments
- Needs & Expenses
- Risk Management
- Roadblocks & Mistakes
- Estate Planning
- Income Sources
RSVP to event
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Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, may 27 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, may 28 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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june
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, june 10 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
RSVP to event
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Please let us know if you can make it to the event.
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Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, june 11 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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july
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, july 22 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
RSVP to event
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Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, july 23 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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august
No Events
september
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, september 16 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, september 17 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
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Nigh University Center100 N University Drive Edmond, OK 73034UCO Nigh Center
Time
tuesday, september 22 6:30 pm
Location
Nigh University Center
100 N University Drive Edmond, OK 73034
Event Details
This event is held in two sessions: Session 1: Tues, Sept 22nd at 6:30pm-8:30pm Session 2: Tues, Sept 29th at 6:30pm-8:30pm Content we will be covering: Life Planning Plan Distributions Investments Needs & Expenses Risk Management Roadblocks & Mistakes Estate
Event Details
This event is held in two sessions:
Session 1: Tues, Sept 22nd at 6:30pm-8:30pm
Session 2: Tues, Sept 29th at 6:30pm-8:30pm
Content we will be covering:
- Life Planning
- Plan Distributions
- Investments
- Needs & Expenses
- Risk Management
- Roadblocks & Mistakes
- Estate Planning
- Income Sources
RSVP to event
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Nigh University Center100 N University Drive Edmond, OK 73034UCO Nigh Center
Time
wednesday, september 23 6:30 pm
Location
Nigh University Center
100 N University Drive Edmond, OK 73034
Event Details
This event is held in two sessions: Session 1: Wed, Sept 23rd at 6:30pm-8:30pm Session 2: Wed, Sept 30th at 6:30pm-8:30pm Content we will be covering: Life Planning Plan Distributions Investments Needs & Expenses Risk Management Roadblocks & Mistakes Estate
Event Details
This event is held in two sessions:
Session 1: Wed, Sept 23rd at 6:30pm-8:30pm
Session 2: Wed, Sept 30th at 6:30pm-8:30pm
Content we will be covering:
- Life Planning
- Plan Distributions
- Investments
- Needs & Expenses
- Risk Management
- Roadblocks & Mistakes
- Estate Planning
- Income Sources
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october
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, october 14 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
RSVP to event
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Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
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Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, october 15 6:00 pm
Location
Boulevard Steakhouse - Edmond
505 South Boulevard Edmond, OK 73034
Event Details
Content we will be covering: Choosing between a Will and a Trust. The two types of trusts: Revocable & Irrevocable. PROBATE – what is it, why does everyone want to AVOID IT? How to
Event Details
Content we will be covering:
- Choosing between a Will and a Trust.
- The two types of trusts: Revocable & Irrevocable.
- PROBATE – what is it, why does everyone want to AVOID IT?
- How to avoid losing my life savings and my home to long term care costs?
- If I die first, and my spouse remarries, will my kids still get the money?
- Why putting property in children’s names is a mistake.
- How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
- How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
- Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.
more
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
OSU-OKC Student Center900 N Portland Ave, Oklahoma City, OK 73107
Time
tuesday, october 20 6:30 pm
Location
OSU-OKC Student Center
900 N Portland Ave, Oklahoma City, OK 73107
Event Details
This event is held in two sessions: Session 1: Tues, Oct 20th at 6:30pm-8:30pm Session 2: Tues, Oct 27th at 6:30pm-8:30pm Content we will be covering: Life Planning Plan Distributions Investments Needs & Expenses Risk Management Roadblocks & Mistakes Estate
Event Details
This event is held in two sessions:
Session 1: Tues, Oct 20th at 6:30pm-8:30pm
Session 2: Tues, Oct 27th at 6:30pm-8:30pm
Content we will be covering:
- Life Planning
- Plan Distributions
- Investments
- Needs & Expenses
- Risk Management
- Roadblocks & Mistakes
- Estate Planning
- Income Sources
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
OSU-OKC Student Center900 N Portland Ave, Oklahoma City, OK 73107
Time
wednesday, october 21 6:30 pm
Location
OSU-OKC Student Center
900 N Portland Ave, Oklahoma City, OK 73107
Event Details
This event is held in two sessions: Session 1: Wed, Oct 21st at 6:30pm-8:30pm Session 2: Wed, Oct 28th at 6:30pm-8:30pm Content we will be covering: Life Planning Plan Distributions Investments Needs & Expenses Risk Management Roadblocks & Mistakes Estate
Event Details
This event is held in two sessions:
Session 1: Wed, Oct 21st at 6:30pm-8:30pm
Session 2: Wed, Oct 28th at 6:30pm-8:30pm
Content we will be covering:
- Life Planning
- Plan Distributions
- Investments
- Needs & Expenses
- Risk Management
- Roadblocks & Mistakes
- Estate Planning
- Income Sources
This event itself is free, but there is a small cost for the book that goes along with this course.
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
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