Broker Check
29 May
RETIREMENT WORKSHOP - TULSA

Description

CREATE THE FUTURE YOU ENVISION
Take control of your retirement options

A SPECIAL INFORMATION PACKED WORKSHOP FOR THOSE CONSIDERING RETIREMENT IN THE NEAR FUTURE!

This annual retirement workshop will give you the necessary tools to make informed decisions about your journey to and beyond retirement. By attending you will gain an understanding of your complex options in a clear, concise and interactive format. The choice to retire can be daunting.

Come find out why so many Oklahoma Educators have depended on our experience to guide this process.


LEARN ABOUT

 OK Teacher’s Retirement System

Detailed Analysis of Pension Options

Spousal and Beneficiary Choices

EESIP (Wear Away) & Salary Caps

Social Security

Delayed Retirement Credits

Restricting to Spousal Record

Earnings Limits & Taxation of Benefits

Retirement Accounts

Regulations, Income & Legacy Planning

Asset Allocation & Risk Analysis

Detailed Analysis of Pension Options

Spousal and Beneficiary Choices

EESIP (Wear Away) & Salary Caps

Social Security

Delayed Retirement Credits

Restricting to Spousal Record

Earnings Limits & Taxation of Benefits

Retirement Accounts

Regulations, Income & Legacy Planning

Asset Allocation & Risk Analysis



SAVE THE DATE

Thursday January 30, 2020 10:00am - 12:00pm
Southern Nazarene University, Tulsa
8210 East Regal Court, Classroom 102 Tulsa, OK 74133

 

Reception to Follow with Lunch Provided

REGISTRATION

Please RSVP | Contact: erin@ccosa.org



Attendees of this seminar and other seminars should always take the time to research the firm and its financial advisers as wells as the products being offered before opening an account or making a purchase. The Securities and Exchange Commission (SEC), FINRA, and State Regulators makes a variety of tools available to investors to assist them in understanding investment products and investigating a broker or other financial professional before investing. The presenter of this information is a registered representative of GWN Securities, Inc. and/or independent insurance agent. The presenter of this invitation as well as the information presented at the seminar is not related to, endorsed by nor connected with and not approved by any Government Agency or organization. Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products.

 

Date and Time

Fri, May 29, 2020

10:00a - 12:00p PST

Location

CCOSA Office

Southern Nazarene University, Tulsa 8210 East Regal Court, Classroom 102
Tulsa, OK 74133
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