Upcoming events:
Wednesday, January 22nd 11:30 – 1:00 pm
FPA Central Oklahoma Quarterly Education Lunch Meeting
Aiding Families in Value Alignment by Derek England of Family ID
Join us for an insightful presentation on Family ID, a groundbreaking approach to understanding the unique values and visions of families as they navigate their financial futures. This session will equip you with the tools and knowledge needed to create tailored multi-generational financial plans that resonate with your clients' deepest aspirations.
In this engaging presentation, we will explore how Family ID can serve as a compass for financial advisors seeking to align their clients' financial strategies with their core values and long-term objectives.
Oklahoma City Community Foundation
1000 N Broadway Ave, Oklahoma City, OK 73102
1 CFP® CE Approved
Members $15, Non-Members $25
Lunch will be provided
Register Today!
Email admin@fpacentralok.org to request an invoice.