April 29, 10 am
This Month’s Topic: Can I make a Life Plan retirement contract work with my financial plan?
In our next Questions with Kathy webinar, we’ll dive into a topic that’s one of the most important parts of planning for retirement: financial planning! This informative session will feature guest speaker Oliver Norman, CFP®, a Certified Financial Planner based in Nichols Hills.
A native of Nottingham, England, Mr. Norman will dive into a range of topics with Kathy, including: can you benefit from a Life Plan? How might a Life Plan affect your overall financial planning? And how will it affect leaving assets to your heirs? Mr. Norman will be sharing a career’s worth of financial planning experience, so bring your questions and plan to join us!
RSVP at (405) 212-9605 or fill out the form.
Joining the conversation is easy. Not a computer whiz? No worries! When you RSVP for a webinar, we’ll email you a link—simply click on the link to participate from your computer, laptop or smartphone.