Description

Cushing Chamber Plug-In@Lunch & Membership Luncheon

KEYNOTE SPEAKER: TREVOR FRIDELL, NEW YORK LIFE

February 22, 2023 

11:30 am to get lunch, program from Noon - 1 pm 

Steer Inn Restaurant 1340 E Main St, Cushing, OK 

FINDING FINANCIAL BALANCE:

Merging strategies of asset allocation with tax-diversity

What you will learn:  You likely already practice some form of risk balancing.  But risk is just a part of the story....

This workshop will help you discover the added diimension of proper tax balancing, the potential rewards of such a strategy, and how to integrate the concept into your own personal strategies.  

Make you and your staff's registrations today! This is going to be the first Plug-In@Lunch of the new year of 2023, and you won't want to miss this one! This is also a great opportunity to network with other Members and find out what's going on in your Cushing Chamber.  

Click the REGISTER button on this page to reserve your seats!

All Attendees are responsible for their own lunch orders/drink orders.