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.
 

January 13, 2008 6 - 9 pm

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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.

January 27, 2008 6 - 8 pm

9 Points of Advice for 2009 (January 2009)  

Many of you probably have glanced at my predictions for 2009.  Most likely, some of them will come true while others will not which is why I don’t place big investments on predictions alone.  Instead, I continue to advocate making well thought out decisions.  Following are 9 points of advice to help you make good decisions in the year ahead: Learn more.