Seminar, June 27th & 29th, Tulsa Tech
Integrity Financial regularly hosts complimentary informational seminars and insurance sales presentations for our clients and the greater community. These seminars focus on retirement income strategies and wealth management. Often they include guest speakers and special activities, as well as take-home materials.
Retirement workshops cover various topics including:
- Coordination of retirement benefits
- Collecting Social Security while still working
- Drawing on retirement income in a tax advantaged way
- Creation of strategies to help protect income and investments
- Postponing Social Security income
- Reducing the risk of outliving your money
- Minimizing the downside of market exposure
We encourage you to come and learn about retirement planning strategies in these informational and no-sales seminars. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.
We go with you, wherever the road of life takes you.
Contact Us
Integrity Financial Services, LLC is a licensed insurance agency founded in 2008. Investment advisory services provided by Compass Coaching and Consulting, LLC, established in 2023. Compass Coaching and Consulting, LLC operates under the brand name of Integrity Financial Services (“Integrity”), and certain Integrity adviser representatives have been providing investment advisory services under the Integrity brand since 2008. Not all services provided by Integrity will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, tax bracket, and overall objectives. Client outcomes can and will vary, and there can be no guarantee that previous client satisfaction or results will be replicated in the future. The adviser is neither a law firm nor an accounting firm. Clients and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation. Please see our Professional Designations page for additional information on the professional credentials discussed on this page. Logos and other protected materials are used with permission of rightsholders, and use of such materials should not be viewed as an endorsement of the adviser. Further use or dissemination of such protected materials is strictly prohibited. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
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