As Oklahoman's we know what the month of May brings! **CRAZY WEATHER** and very likely, a call to the insurance company!
We would like for you to join us to learn how to help your clients understand property and casualty insurance a little better. Please mark your calendar for a FUN & EDUCATIONAL event at Top Golf where on Tuesday, May 17th at 3:00p.m. we will have food, golf, and a presentation by Levi Wade, CFP®. In addition to being a CFP® practitioner, Levi also carries multiple other licenses in the insurance and financial services industry. He graduated from the University of Oklahoma with a B.A. in Finance in 2005, and received his CFP® designation in 2009. Over the last 10 years he has been helping his clients with council to meet both their Insurance and Financial needs.
Please RSVP by Friday, May 6th
DUAL CE: CFP & Insurance
A BIG THANK YOU to our sponsors:
COUNTRY Financial® & ProShares