Making a Life Plan a key part of your financial plan.

April’s Questions with Kathy webinar, financial planning took center stage! We had a great time exploring a range of financial and retirement planning topics with guest speaker Oliver Norman, CFP®, a Certified Financial Planner based in Nichols Hills.

A native of Nottingham, England, Mr. Norman discussed topics including: Can you benefit from a Life Plan? How does a Life Plan affect your overall financial planning? How will it affect leaving assets to your heirs? Mr. Norman shared a career’s worth of financial planning experience, so be sure to check out the video!

Visit our events page to see upcoming Questions with Kathy webinars and all of our upcoming events. And as always, if you have more questions or would like to talk about joining our community, let’s chat.