Seminars/Classes

Susan and Trey taught retirement planning seminars/workshops at the University of Central Oklahoma from 2007 to 2013.  The seminars/workshops covered the essential concepts of comprehensive financial planning: setting goals, determining retirement income and expenses, saving for retirement, tax efficiency, overcoming obstacles along the way, and passing your money and other assets to your heirs in the most efficient and least costly manner.

If your company, church or organization is interested in a group presentation on comprehensive retirement planning or specific financial planning topics such as maximizing your Social Security, please contact us for details.