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.
Navigating the Markets & Economy in 2023
This crazy environment is marked by historic inflation, rising interest rates, bank failures, economic uncertainty, political strife, and geopolitical tension. Feeling uncertain about investments this year? Watch our webinar to learn more.
SECURE ACT 2.0
Financial Planning Implications
The Secure Act 2.0 was signed into law on December 29, 2022 and is a follow up bill to the original Secure Act legislation from 2019. What is the Secure Act? Watch our webinar to learn more.
THE ELECTIONS & YOUR MONEY
Midterm Elections 2022
The battle for power in Washington is on and we are headed down the home stretch! Here’s what you need to know about the 2022 midterm elections and your money.
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.