EDUCATIONAL WEBINARSWe offer a variety of educational webinars throughout the year on various topics. After watching or listening, contact us if you have questions or would like us to discuss a certain topic of concern.
WHAT’S NEW FOR 2022?
Know what IRS changes impact you in 2022 and take advantage of it; understand market fluctuations are normal and should be expected; focus on the fundamentals and have clearly defined goals
RETIREMENT READY WEBINAR
Planning for retirement
If you were impacted by a job change or offered the opportunity to retire early, would you be prepared? Listen to this webinar and learn strategies that could help you get ready.
THE GOOD, THE BAD & THE UGLY
Lessons Learned from 2020
What can we learn from 2020 and apply to the future? What the investment themes going forward? What opportunities could we be preparing for?
The fast & the furious
2021 Mid-Year Update
We are on pace for one of the fastest pace GDP years since the mid-1980s. Learn more about what this means. Presented by Tulsa Wealth Advisors Certified Financial Planner Dennis Zeimet.
The information provided is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation, it has been obtained from sources deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Opinions expressed are those of Tulsa Wealth Advisors and are not necessarily those of Raymond James. Investing involves risk, investors may incur a profit or loss regardless of the strategy or strategies employed. Past performance is not a guarantee of future results.