Happy 2024! A New Year & a New Meeting Location As many of you are aware, MassMutual has hosted our meetings in the Walker Terrace room for quite some time. Unfortunately, they will be relocating their offices in the next few months. We are very thankful for their generosity and hope their move goes well. That […]
At 11:00 am, Ray Smith will begin our meeting with a CE presentation entitled "The psychology of investing, #6000103763". This course is approved for 1 hour of General CE credit and is a guide to help financial advisors recognize their client's emotions in various investment situations and explains why those emotions can affect money. It […]
You are invited to our March 1, 2024 NAIFA - Oklahoma City luncheon meeting. At 10:30 a.m., we will hold a previously recorded webinar entitled "Retirement Planning Challenges for Women, # 6000076691". This program is approved for 1 hour of General CE credit. Tom Hegna will discuss how retirement […]
April 5, 2024 Meeting
Our meeting will begin with a 1-hour CE Program entitled Long-Term Care: The Future is Now, # 6000167140. The program will discuss state mandated LTC plans, opportunities for planning; current costs & where they are going & an update on where states are in their planning process for an aging population. Keynote Speaker, Emma […]
We have found a meeting location and invite you to join us for our April 17, 2024 Luncheon Meeting! Michael Bricker with Bricker Insurance Education will present a 1-hour Ethics course entitled "A Good Defense: Protecting Your Clients and Yourself, #6000155998)".