Latest Past Events

Sips & Sweets

Phoenix Office 202 S Main St STE 202, Broken Arrow

🎄 Holiday Sips & Sweets 🍷 Join us after the Christmas Tree Lighting on Main Street as we keep the holiday spirit glowing withfestive wines, decadent desserts, and great company. Step into the warmth of our office to mingle, relax, and toastthe season together. RSVP Today  

Taxes and Retirement

Broken Arrow Historical Museum 400 S Main St, Broken Arrow

Retirement is rated one of life’s most stressful events. Do you have a retirement tax strategy? By attending this event, you will walk away having learned the following outcomes: Retirement Taxation Harvesting Income Sources New Tax Reform Bills How to Plan for Retirement

Controlling Taxes in Retirement

Broken Arrow Historical Museum 400 S Main St, Broken Arrow

Do you have a retirement tax strategy in place? Don’t miss this information-packed event! By attending this event, you will walk away having learned the following outcomes: What’s new and changing for taxes and Social Security in 2025. Why today’s current economic environment may be one of the most challenging to retire and what to do about it. Strategies to help protect your […]