If you are retiring soon, begin planning now by enrolling in our retirement workshop, “Retiring Soon? Just Do It ... or Do It Just Right!” This workshop is held regularly at Francis Tuttle in northwest Oklahoma City. It is designed specifically for anyone who has just retired or is retiring in the next few years.
 

September 22, 2009 6 - 9 pm

For more information, click here.

For investors in need of higher yields, less volatility, and more diversification, our investment workshop, "Alternative Investments:  What are they, and are they right for you?" may be just what you need.  This workshop is also held at Francis Tuttle, and is designed for investors with over $250,000 in investable assets.

October 6, 2009 6 - 8 pm

Planning For Your Money Is Not The Same As Planning For Your Family (June 2009)  

For centuries, the process of ‘comprehensive planning’ for most families has consisted of two basic elements: financial and estate planning.  Despite their almost universal use, acceptance, and importance, however, these processes typically negate the one performance indicator that really matters most: keeping the family and its fortune strong and united across generations.  The things that matter most to you and your family cannot be measured by the bottom line on a balance sheet.  Learn more.