Close menu icon

Join Our Okmulgee, OK Estate Law Workshop

11/02/2021 and 11/03/2021

Arizona Estate Law Workshops - Gilbert, AZ

Gilbert

“

Accredited by

What You'll Learn

This is an education that you can only get from Estate Planning and Investment Attorneys that have the best interest of Arizonans in mind. Here’s what you’ll learn:

  • Can your current investments weather a recession?
  • What should you do, or not do, if stocks plunge?
  • How do you plan for retirement in an ever-changing economy?

You'll learn all of this, and much more. Once you register, we will email you more details about how to join the online workshop.

Details:

Tuesday, November 2nd

1:30 PM

or

6:00 PM

Wednesday, November 3rd

10:30 AM

1:30 PM

Gilbert Community Center
Gilbert Room

130 North Oak Street
Gilbert, AZ 85233

‍

ADV Part 2A
ADV Part 2B
Form CRS
888-557-5715 • © Oath Planning, LLC

‍
DISCLOSURE Oath Planning, LLC (“Oath Planning”) is a registered investment adviser with the SEC and notice filed in in Arkansas, Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Ohio, Oklahoma, Michigan, Mississippi, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Wisconsin. Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the commission. Oath Planning and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which Oath Planning maintains clients. Oath Planning may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. Oath Planning’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. No statement on this website should be interpreted or relied upon as financial or investment advice. This website should not be used as a substitute for competent financial advice from a licensed professional financial advisor.
Privacy Policy