Aligning your dreams & retirement
continuing education
attend a free educational seminar
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
may
No Events
june
Nigh University Center100 N University Drive Edmond, OK 73034UCO Nigh Center
Time
monday, june 2 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: Monday, June 2nd 6:30pm – 8:30pm Session 2: Monday, June 9th 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: Monday, June 2nd 6:30pm – 8:30pm
Session 2: Monday, June 9th 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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Southern Nazarene University6729 NW 39th Expy, Bethany, OK 73008The Marchant Hearth Welcome Center
Time
tuesday, june 3 6:30 pm
Location
Southern Nazarene University
6729 NW 39th Expy, Bethany, OK 73008
Event Details
This event is held in two sessions: Session 1: Tuesday, June 3rd 6:30pm – 8:30pm Session 2: Tuesday, June 10th 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, June 3rd 6:30pm – 8:30pm
Session 2: Tuesday, June 10th 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, june 4 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: Wednesday, June 4th 6:30pm – 8:30pm Session 2: Monday, Wednesday, June 11th 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, June 4th 6:30pm – 8:30pm
Session 2: Monday, Wednesday, June 11th 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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Please let us know if you can make it to the event.
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Southern Nazarene University6729 NW 39th Expy, Bethany, OK 73008The Marchant Hearth Welcome Center
Time
thursday, june 5 6:30 pm
Location
Southern Nazarene University
6729 NW 39th Expy, Bethany, OK 73008
Event Details
This event is held in two sessions: Session 1: Tuesday, June 5th 6:30pm – 8:30pm Session 2: Tuesday, June 12th 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, June 5th 6:30pm – 8:30pm
Session 2: Tuesday, June 12th 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
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Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, june 18 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
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Can not make it to this event?Change my RSVP
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, june 19 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
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july
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, july 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
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
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, july 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
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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august
No Events
september
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, 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
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
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, september 18 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
Nigh University Center100 N University Drive Edmond, OK 73034UCO Nigh Center
Time
tuesday, 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: Tuesday, Sept 23rd 6:30pm – 8:30pm Session 2: Tuesday, Sept 30th 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, Sept 23rd 6:30pm – 8:30pm
Session 2: Tuesday, Sept 30th 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
Nigh University Center100 N University Drive Edmond, OK 73034UCO Nigh Center
Time
wednesday, september 24 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: Wednesday, Sept 24th 6:30pm – 8:30pm Session 2: Wednesday, Oct 1st 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, Sept 24th 6:30pm – 8:30pm
Session 2: Wednesday, Oct 1st 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
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october
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, 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
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, october 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
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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Southern Nazarene University6729 NW 39th Expy, Bethany, OK 73008The Marchant Hearth Welcome Center
Time
tuesday, october 21 6:30 pm
Location
Southern Nazarene University
6729 NW 39th Expy, Bethany, OK 73008
Event Details
This event is held in two sessions: Session 1: Tuesday, Oct 21st 6:30pm – 8:30pm Session 2: Tuesday, Oct 28th 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, Oct 21st 6:30pm – 8:30pm
Session 2: Tuesday, Oct 28th 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
Southern Nazarene University6729 NW 39th Expy, Bethany, OK 73008The Marchant Hearth Welcome Center
Time
wednesday, october 22 6:30 pm
Location
Southern Nazarene University
6729 NW 39th Expy, Bethany, OK 73008
Event Details
This event is held in two sessions: Session 1: Tuesday, Oct 22nd 6:30pm – 8:30pm Session 2: Tuesday, Oct 29th 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, Oct 22nd 6:30pm – 8:30pm
Session 2: Tuesday, Oct 29th 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
november
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
wednesday, november 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
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
Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034
Time
thursday, november 13 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
december
No Events
january
No Events
