EDUCATIONAL WEBINARS

We 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?

Key Takeaways:

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?                

TEN THEMES FOR 2021

Seeking the thrill of victory

The Olympic Games were utilized as a framework for our 10 Themes, as each theme is tied to an Olympic sport. Presented by Raymond James Chief Investment Officer Larry Adam.

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.