401(k) Educational Workshops

Making the most of your Retirement Savings Plan. Our purpose with these sessions is to inform and educate employees regarding their retirement planning options so that they will have confidence in making decisions for their future.

We discuss the current economic and market conditions, company stock, and 401(k) plan options, as well as dynamic asset allocation strategies. We also go over some important dangers employees face, and look at opportunities available.

We conduct 50 educational seminars each year for employees of area companies including:

Baker Hughes, ConocoPhillips, IBM, ONEOK, Samson Investment Co., Williams, Spirit Aero Systems, AT&T, HP, BP, Magellan, and more.




Aug 2017

















Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Click on shaded dates to see seminar details

Event RSVP