Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 4, 2026
6:50p - 8:00p
Webinar via Zoom
The Annual Update 2026 "From Volatility to Opportunity" - Webinar via Zoom
Please click on the name of the event to register for The Annual Update 2026 - Webinar via Zoom only. You will be sent a Zoom link once you've registered. You're invited to an exclusive event featuring Gary Stanislawski, CFP®, CKA®, Monty Dossman, CIO, and Will Riedel, RFC®. Together, they will share insights on portfolio strategies, effective planning approaches, and the importance of adapting with the seasons.
December 6, 2025
9:00a - 11:30a
Regal - Warren Broken Arrow 18
19th Annual Family Christmas Movie - Zootopia 2
Zootopia 2! Please click on the event to register. IN THE MESSAGE BOX, PLEASE LIST NUMBER OF ADULTS AND NUMBER OF CHILDREN, ALONG WITH YOUR FIRST AND LAST NAME. Thank you!
September 16 - September 30, 2025
6:30p - 8:00p
Jenks Public Schools - Central Campus
RETIREMENT READINESS: Three Easy Steps
You will enroll with Jenks Community Education either through their website or you may call them. Please click on the event name for further details. This three-part series will cover ways to maximize your Social Security income including the best time to apply for your benefits and tax issues. Learn about Medicare, with tips on how to integrate it with your existing health coverage. The final class will help you develop a coordinated retirement plan.
August 5, 2025
11:30a - 12:30p
On-line Webinar
FINDING MONEY FOR COLLEGE Webinar: Tuesday, August 5th @ 11:30 AM
Please click on the class name/link to register for the FINDING MONEY FOR COLLEGE webinar on Tuesday, August 5th @ 11:30 AM.
July 29, 2025
11:30a - 12:30p
On-Line Webinar
CAREGIVING Webinar: Tuesday, July 29th @ 11:30 AM
Please click on the class name/link to register for the CAREGIVING webinar on Tuesday, July 29th @ 11:30 AM.
July 22, 2025
11:30a - 12:30p
On-Line Webinar
LONG-TERM CARE Webinar: Tuesday, July 22nd @ 11:30 AM
Please click on the class name/link to register for the LONG-TERM CARE webinar on Tuesday, July 22nd @ 11:30 AM.
May 6, 2025
11:30a - 12:30p
On-Line Zoom Webinar
BASIC ESTATE PLANNING Webinar: Tuesday, May 6th @ 11:30 AM
Please click on the class name to register for the BASIC ESTATE PLANNING Webinar. You will receive a Zoom confirmation email.
April 29, 2025
11:30a - 12:30p
On-Line via Zoom
MEDICARE Webinar: Tuesday, April 29th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
April 22, 2025
11:30a - 12:30p
On-Line via Zoom
SOCIAL SECURITY Webinar: Tuesday, April 22nd @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
February 4, 2025
11:30a - 12:30p
On-Line Webinar
AVOIDING IRA CONFUSION Webinar: Tuesday, Feb 4th @ 11:30 AM
Please click on the class name/link to register for the AVOIDING IRA CONFUSION Webinar on Tuesday, February 4th @ 11:30 AM.
January 28, 2025
6:50p - 8:00p
Webinar via Zoom
The Annual Update 2025 Webinar - Zoom
Please click on the name of the event to register for The Annual Update 2025 webinar -Zoom. You will be sent a Zoom link once you've registered.
January 28, 2025
11:30a - 12:30p
On-Line Webinar
CAREGIVING Webinar: Tuesday, Jan 28th @ 11:30 AM
Please click on the class name/link to the left to register for the CAREGIVING webinar on Tuesday, Jan 28th @ 11:30 AM.
January 21, 2025
11:30a - 12:30p
On-Line Zoom Webinar
NEW JOB, NOW WHAT? Webinar: Tuesday, Jan 21st @ 11:30 AM
Please click on the class name to register for the NEW JOB, NOW WHAT Webinar. You will receive a Zoom confirmation email.
December 7, 2024
9:00a - 11:30a
Regal - Warren Broken Arrow 18
18th Annual Family Christmas Movie - Moana 2
Moana 2! Please click on the event to register. In the message box, please list number of adults and number of children. Thank you!
November 5, 2024
11:30a - 12:30p
On-Line Zoom Webinar
BASIC ESTATE PLANNING Webinar: Tuesday, Nov 5th @ 11:30 AM
Please click on the class name to register for the BASIC ESTATE PLANNING Webinar. You will receive a Zoom confirmation email.
October 29, 2024
11:30a - 12:30p
On-Line via Zoom
MEDICARE Webinar: Tuesday, Oct 29th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
October 22, 2024
11:30a - 12:30p
On-Line via Zoom
SOCIAL SECURITY Webinar: Tuesday, Oct 22nd @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
August 6, 2024
11:30a - 12:30p
On-line Webinar
FINDING MONEY FOR COLLEGE Webinar: Tuesday, August 6th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
July 30, 2024
11:30a - 12:30p
On-Line Webinar
CAREGIVING Webinar: Tuesday, July 30th @ 11:30 AM
Please click on the class name/link to the left to register for the CAREGIVING webinar on Tuesday, July 30th @ 11:30 AM.
July 23, 2024
11:30a - 12:30p
On-Line Webinar
LONG-TERM CARE Webinar: Tuesday, July 23rd @ 11:30 AM
Please click on the class name/link to the left to register for the LONG-TERM CARE webinar on Tuesday, July 23rd @ 11:30 AM.
May 7, 2024
11:30a - 12:30p
On-Line Zoom Webinar
BASIC ESTATE PLANNING Webinar: Tuesday, May 7th @ 11:30 AM
Please click on the class name/link to the left to register for the BASIC ESTATE PLANNING Webinar. You will receive a Zoom confirmation email.
April 30, 2024
11:30a - 12:30p
On-Line via Zoom
MEDICARE Webinar: Tuesday, April 30th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
April 23, 2024
11:30a - 12:30p
On-Line via Zoom
SOCIAL SECURITY Webinar: Tuesday, April 23rd @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
April 2 - April 16, 2024
6:30p - 8:00p
Jenks High School - Central Campus
Protecting Your Wealth - Three-Part Series
You will enroll with Jenks Community Education either by their website or you may call them. Please click on the event name to the left for further details. In this three-part series we will be discussing techniques to minimize your taxes, reduce volatility in your investments, and ensure your wealth passes to your heirs and not Uncle Sam.
February 6, 2024
11:30a - 12:30p
On-Line Webinar
WHAT IS AN IRA Webinar: Tuesday, February 6th @ 11:30 AM
Please click on the class name/link to the left to register for the WHAT IS AN IRA Webinar on Tuesday, February 6th @ 11:30 AM.
January 30, 2024
7:00p - 8:00p
The Annual Update 2024 - Zoom
The Annual Update 2024 Webinar - Zoom
Please click on the name of the event to the left to register for The Annual Update 2024 webinar - ZOOM.
January 30, 2024
11:30a - 12:30p
On-Line Webinar
CAREGIVING Webinar: Tuesday, January 30th @ 11:30 AM
Please click on the class name/link to the left to register for the CAREGIVING webinar on Tuesday, January 30th @ 11:30 AM.
January 23, 2024
11:30a - 12:30p
On-Line via Zoom
PRESERVING YOUR MONEY in a DOWN MARKET Webinar: Tuesday, January 23rd @ 11:30 AM
Please click on the class name/link to the left to register via Zoom for PRESERVING YOUR MONEY in a DOWN MARKET Webinar on Tuesday, January 23rd @ 11:30 AM.
December 2, 2023
9:00a - 11:30a
Regal - Warren Broken Arrow 18
17th Annual Family Christmas Movie - Journey to Bethlehem
Journey to Bethlehem! Please click on the event to the left to register. In the message box, please list number of adults and children. Thank you!
October 31, 2023
11:30a - 12:30p
On-Line Zoom Webinar
BASIC ESTATE PLANNING Webinar: Tuesday, October 31st @ 11:30 AM
Please click on the class name/link to the left to register for the BASIC ESTATE PLANNING Webinar. You will receive a Zoom confirmation email.
October 24, 2023
11:30a - 12:30p
On-Line via Zoom
MEDICARE Webinar: Tuesday, October 24th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
October 17, 2023
11:30a - 12:30p
On-Line via Zoom
SOCIAL SECURITY Webinar: Tuesday, October 17th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
September 26, 2023 - October 10, 2023
6:30p - 8:00p
Jenks High School - Central Campus
Protecting Your Wealth
In this three-part series we will be discussing techniques to minimize your taxes, reduce volatility in your investments, and ensure your wealth passes to your heirs and not Uncle Sam. Click on the class name for more information.
August 1, 2023
11:30a - 12:30p
On-Line Webinar
WHAT IS AN IRA Webinar: Tuesday, August 1st @ 11:30 AM
Please click on the class name/link to the left to register for the WHAT IS AN IRA Webinar on Tuesday, August 1st @ 11:30 AM.
July 25, 2023
11:30a - 12:30p
On-Line Webinar
CAREGIVING Webinar: Tuesday, July 25th @ 11:30 AM
Please click on the class name/link to the left to register for the CAREGIVING webinar on Tuesday, July 25th @ 11:30 AM.
July 18, 2023
11:30a - 12:30p
On-Line Webinar
LONG-TERM CARE Webinar: Tuesday, July 18th @ 11:30 AM
Please click on the class name/link to the left to register for the LONG-TERM CARE webinar on Tuesday, July 18th @ 11:30 AM.
May 9, 2023
11:30a - 12:30p
On-Line Zoom Webinar
BASIC ESTATE PLANNING Webinar: Tuesday, May 9th @ 11:30 AM
Please click on the class name/link to the left to register for the BASIC ESTATE PLANNING Webinar on Tuesday, May 9th @ 11:30 AM.
May 2, 2023
11:30a - 12:30p
On-Line via Zoom
MEDICARE Webinar: Tuesday, May 2nd @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
April 25, 2023
11:30a - 12:30p
On-Line via Zoom
SOCIAL SECURITY Webinar: Tuesday, April 25th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
February 7, 2023
7:00p - 8:00p
The Annual Update 2023 - Zoom
The Annual Update 2023 - ZOOM 2/7/2023
Please click on the name of the event to the left to register for The Annual Update 2023 webinar - ZOOM.
February 7, 2023
11:30a - 12:30p
Webinar
FINDING MONEY FOR COLLEGE Webinar: Tuesday, February 7th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
January 31, 2023
11:30a - 12:30p
On-Line via Zoom
ROTH IRA BASICS Webinar: Tuesday, January 31st @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
January 24, 2023
11:30a - 12:30p
On-Line via Zoom
HOW to PROTECT YOUR MONEY in a DOWN MARKET Webinar: Tuesday, January 24th @ 11:30 AM
Please click on the class name/link to the left to register via Zoom for AN INTRODUCTION TO ANNUITIES Webinar on Tuesday, January 24th @ 11:30 AM.
December 3, 2022
9:00a - 11:30a
Regal - Warren Broken Arrow 18
16th Annual Family Christmas Movie - Strange World
Please click on the event to the left to register. In the message box, please list number of adults and children. Thank you!
October 25, 2022
11:30a - 12:30p
Webinar
PLANNING FOR LONG-TERM CARE: Tuesday, October 25th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
October 18, 2022
11:30a - 12:30p
On-Line via Zoom
AN INTRODUCTION TO ANNUITIES Webinar: Tuesday, October 18th @ 11:30 AM
Please click on the class name/link to the left to register via Zoom for AN INTRODUCTION TO ANNUITIES Webinar on Tuesday, October 18th @ 11:30 AM.
October 11, 2022
11:30a - 12:30p
On-Line via Zoom
RETIREMENT PLANNING On-Line Webinar: Tuesday, Oct 11th @ 11:30 AM
Please click on the class name/link to the left to register via Zoom for the RETIREMENT PLANNING Webinar on Tuesday, October 11th @ 11:30 AM.
August 2, 2022
11:30a - 12:30p
On-Line via Zoom
MEDICARE Webinar: Tuesday, August 2nd @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
July 26, 2022
11:30a - 12:30p
On-Line via Zoom
SOCIAL SECURITY Webinar: Tuesday, July 26th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
July 19, 2022
11:30a - 12:30p
Webinar
6 WAYS TO CUT COLLEGE COSTS Webinar: Tuesday, July 19th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
May 3, 2022
11:30a - 12:30p
On-Line via Zoom
ROTH IRA BASICS Webinar: Tuesday, May 3rd @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
April 26, 2022
11:30a - 12:30p
On-Line via Zoom
INVESTMENT BASICS Webinar: Tuesday, April 26th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
April 19, 2022
11:30a - 12:30p
On-Line via Zoom
AN INTRODUCTION TO ANNUITIES Webinar: Tuesday, April 19th @ 11:30 AM
Please click on the class name/link to the left to register via Zoom for AN INTRODUCTION TO ANNUITIES Webinar on Tuesday, April 19th @ 11:30 AM.
February 8, 2022
7:00p - 8:00p
On-Line via Zoom
The Annual Update 2022 - Zoom
Please click on the webinar name to register. You will be sent a confirmation email from Zoom once you have registered.
February 8, 2022
11:30a - 12:30p
On-Line via Zoom
ROTH IRA BASICS On-Line Webinar: Tuesday, Feb 8th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
February 1, 2022
11:30a - 12:30p
On-Line via Zoom
MEDICARE On-Line Webinar: Tuesday, Feb 1st @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
January 25, 2022
11:30a - 12:30p
On-Line via Zoom
SOCIAL SECURITY On-Line Webinar: Tuesday, Jan 25th @ 11:30 AM
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.