Previously Held Events
2026:
Jan 12th - CE Lunch & Learn - US & Oklahoma Economic Outlook (Megan Williams with Federal Reserve)
March 31st - "Tech & Tools" Coffee & Conversations at Stitch Coffee Shop & Cafe
April 22nd - CE Lunch & Learn - Employee Stock Ownership Plans (ESOPs): What Financial Advisors Need to Know for Exit and Succession Planning (Jennifer Krieger)
May 12th - BBQ Tasting Networking Social at Iron Star Urban Barbecue Hosted by Avantis
June 25th - Understanding Early Retirement Health Care Options (Lauren Lazar, CIMA®, Timothy Brickman & Jim Entwisle, CFP®)
July 15th - "What is Working in Your Practice Right Now?" Coffee & Conversations at Mattie’s Coffee Company
Aug 6th - Happy Hour at Roughtail Brewery hosted by Invesco
2025:
Jan 22nd - CE Lunch & Learn - Aiding Families in Value Alignment (Derek England with Family ID)
March 12th - Community Connection - Get to know Junior Achievement
April 15th - CE Lunch & Learn - US & OK Economic Update (Megan Williams with Federal Reserve)
June 23rd - Happy Hour sponsored by Dimensional Funds
August 20th - CE Lunch & Learn - CFP® Ethics (Peggy Doviak)
October 2nd - Croquet Social sponsored by First Trust
October 22nd - CE Lunch & Learn - Step Up or Gift Now? Tax Strategies (Jessica Cory with Phillips Murrah)
December 3rd - (virtual) CE Event - De-Risking Concentrated Public Stock Positions (Brent Sullivan)
2024:
January 17th - CE Lunch & Learn - US & OK Economic Update (Megan Williams with Federal Reserve)
May 1st - CE Lunch & Learn - Medicare Basics for Advisors (Jimmy Jenkins)
July 17th - (virtual) CE event - Financial anxiety in clients (Dr. Megan McCoy)
Sept. 18th - CE Lunch & Learn - Maximizing Value & achieving a Successful Exit (David Ortiz)
November 24th - Dimensional Happy Hour at Castlepoint