Welcome to your meeting site. We are excited about our meeting on June 6th at 2:00 pm. Below you will find an agenda for the meeting (let us know if you want to add a topic). To the right is our office address and map to the office.
AGENDA
- Review Student Loans
- Aggressive Pay-Down Strategy
- Review Current Investment Accounts
- Management Strategy for Accounts
- Contributions to Retirement
- Possibility of 529 Plan
- Review Insurance Needs
- Malpractice Insurance
- Disability Insurance
- Umbrella Insurance
- Next Steps
- eMoney Setup
- Letting the Dust Settle
- New Goals
- Sign-Up
Our Office
2500 Boardwalk Street
Suite 207
Norman, OK 73069