Events
Upcoming Events
Protecting Your Wealth
September 26, 2023 - October 10, 2023 6:30p - 8:00p Central Standard Time
Jenks High School - Central Campus
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.
SOCIAL SECURITY Webinar: Tuesday, October 17th @ 11:30 AM
October 17, 2023 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
MEDICARE Webinar: Tuesday, October 24th @ 11:30 AM
October 24, 2023 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
BASIC ESTATE PLANNING Webinar: Tuesday, October 31st @ 11:30 AM
October 31, 2023 11:30a - 12:30p Central Standard Time
On-Line Zoom Webinar
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.
Past Events
WHAT IS AN IRA Webinar: Tuesday, August 1st @ 11:30 AM
August 1, 2023 11:30a - 12:30p Central Standard Time
On-Line Webinar
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.
CAREGIVING Webinar: Tuesday, July 25th @ 11:30 AM
July 25, 2023 11:30a - 12:30p Central Standard Time
On-Line Webinar
Please click on the class name/link to the left to register for the CAREGIVING webinar on Tuesday, July 25th @ 11:30 AM.
LONG-TERM CARE Webinar: Tuesday, July 18th @ 11:30 AM
July 18, 2023 11:30a - 12:30p Central Standard Time
On-Line Webinar
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.
BASIC ESTATE PLANNING Webinar: Tuesday, May 9th @ 11:30 AM
May 9, 2023 11:30a - 12:30p Central Standard Time
On-Line Zoom Webinar
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.
MEDICARE Webinar: Tuesday, May 2nd @ 11:30 AM
May 2, 2023 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
SOCIAL SECURITY Webinar: Tuesday, April 25th @ 11:30 AM
April 25, 2023 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
The Annual Update 2023 - ZOOM 2/7/2023
February 7, 2023 7:00p - 8:00p Central Standard Time
The Annual Update 2023 - Zoom
Please click on the name of the event to the left to register for The Annual Update 2023 webinar - ZOOM.
FINDING MONEY FOR COLLEGE Webinar: Tuesday, February 7th @ 11:30 AM
February 7, 2023 11:30a - 12:30p Central Standard Time
Webinar
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
ROTH IRA BASICS Webinar: Tuesday, January 31st @ 11:30 AM
January 31, 2023 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
HOW to PROTECT YOUR MONEY in a DOWN MARKET Webinar: Tuesday, January 24th @ 11:30 AM
January 24, 2023 11:30a - 12:30p Central Standard Time
On-Line via Zoom
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.
16th Annual Family Christmas Movie - Strange World
December 3, 2022 9:00a - 11:30a Central Standard Time
Regal - Warren Broken Arrow 18
Please click on the event to the left to register. In the message box, please list number of adults and children. Thank you!
PLANNING FOR LONG-TERM CARE: Tuesday, October 25th @ 11:30 AM
October 25, 2022 11:30a - 12:30p Central Standard Time
Webinar
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
AN INTRODUCTION TO ANNUITIES Webinar: Tuesday, October 18th @ 11:30 AM
October 18, 2022 11:30a - 12:30p Central Standard Time
On-Line via Zoom
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.
RETIREMENT PLANNING On-Line Webinar: Tuesday, Oct 11th @ 11:30 AM
October 11, 2022 11:30a - 12:30p Central Standard Time
On-Line via Zoom
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.
Retirement Readiness: Three Easy Steps
September 13 - September 27, 2022 6:30p - 8:00p Central Standard Time
Jenks High School - Central Campus
You will enroll with Jenks Community Education either through their website or you may call them. Please click on the event name to the left 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 you existing health coverage. The final class will help you develop a coordinated retirement plan.
MEDICARE Webinar: Tuesday, August 2nd @ 11:30 AM
August 2, 2022 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
SOCIAL SECURITY Webinar: Tuesday, July 26th @ 11:30 AM
July 26, 2022 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
6 WAYS TO CUT COLLEGE COSTS Webinar: Tuesday, July 19th @ 11:30 AM
July 19, 2022 11:30a - 12:30p Central Standard Time
Webinar
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
ROTH IRA BASICS Webinar: Tuesday, May 3rd @ 11:30 AM
May 3, 2022 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
INVESTMENT BASICS Webinar: Tuesday, April 26th @ 11:30 AM
April 26, 2022 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
AN INTRODUCTION TO ANNUITIES Webinar: Tuesday, April 19th @ 11:30 AM
April 19, 2022 11:30a - 12:30p Central Standard Time
On-Line via Zoom
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.
Please click on the webinar name to register. You will be sent a confirmation email from Zoom once you have registered.
ROTH IRA BASICS On-Line Webinar: Tuesday, Feb 8th @ 11:30 AM
February 8, 2022 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
MEDICARE On-Line Webinar: Tuesday, Feb 1st @ 11:30 AM
February 1, 2022 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.
SOCIAL SECURITY On-Line Webinar: Tuesday, Jan 25th @ 11:30 AM
January 25, 2022 11:30a - 12:30p Central Standard Time
On-Line via Zoom
Please click on the class name to register. You will be sent a confirmation email from Zoom once you have registered.