Your Guide to Financial Basics: Savings, Investing, and Retiring w/ Bluecrest Financial Alliances

*This workshop is not for CE credit*

Your financial life is about more than just saving and investing. It’s about making sure all the pieces—retirement, taxes, insurance, debt, estate planning, and income—work together.

Join us for an educational presentation where we’ll explore strategies to help you:
• Prepare for retirement and create sustainable income
• Reduce the impact of taxes and market volatility
• Protect your income, family, and assets
• Better understand estate planning and long-term care
• Make sure the financial decisions you’re making today support the goals you have for tomorrow

You don’t have to have everything figured out—you just need to know what questions to ask.

Instructor: Emily Forte and Brandon Story of BlueCrest Financial Alliances

Free for OKCMAR members and $10 for non-members.