BetterInvesting Oklahoma Chapter

09/24/2026

You have nothing to lose and everything to gain.
[email protected]

Take a look: https://www.betterinvesting.org/chapters/oklahoma

09/03/2026

With EduFest 2026 safely tucked away in August, let's look at what's coming up in the latest newsletter! Remember, tons of classes are conducted around the country, ONLINE, for you to expand your knowledge and awareness. Find that information in the calendar in this newsletter and on the BI Oklahoma Chapter web page!

https://www.betterinvesting.org/getmedia/96d03cc0-6ced-4342-b933-17c18012211f/fall2026-newsletter2.pdf

08/30/2026

Is your retirement funding on track? You'll want to check this out. You do not need to be a member of BI. Do yourself a favor and get familiar with these tips to check your status. A lot of information is available, free, through your local library.

Financial Literacy: Know What You Own in Your Retirement Savings Accounts
09/01/2026
7:30 pm - 8:30 pm ET
Online
Cost: Free

08/24/2026

Join the Maryland Chapter’s Annual Meeting via Webinar:

Estate Planning along with
The Tax Man Cometh Even During Retirement

Saturday, September 12th 10:00 to 12:30 EDT

Presenter - Christi Powell – A Certified Financial Planner

To Register: https://attendee.gotowebinar.com/register/7931679427980597849

Benefit from our expert on the retirement process and getting your finances in order.
Join the Maryland Chapter for its annual meeting, on September 12, 2026 to get tips on Estate Planning and Taxes, along with the election of Chapter Directors and Officers.
Christi Powell – A Certified Financial Planner and Director and teacher with Oklahoma Chapter since 2000. National and Regional speaker with BetterInvesting™ since 2008. 2020 Dick Dwyer Service Award recipient from BetterInvesting™. Former BIVAB Board Member. Past President, Financial Planning Association of Central Oklahoma. Married for 44 years, 2 children, 5 grandchildren. Have toothbrush, will travel. She loves to read, hike, garden and laugh with friends and family.

~Investing motto: Be humble, be patient, be curious~

Nowhere does it tell us to give the taxman more than we must. You need a plan – yes Estate Planning and retirement tax strategy that will: identify the types of taxes faced at various stages, address how taxes impact Social Security and Medicare, and plan when to tap different accounts so you don’t overpay taxes. Depending on the source of the funds to pay living expenses in retirement, you may face very different tax rates. You want to have an organized plan that manages taxes and your desires efficiently.

08/16/2026

Curious if you're looking at the right stock for investing? Check it out and see - you get 5 stock symbols - FREE - try it ~

08/15/2026

Mark Robertson kicks it off!
EduFest 2026

08/15/2026

EduFest 2026 gets underway!

08/03/2026

Our EduFest is in another week. In the meantime, look at events like these to peak your interest.

Join us for our monthly meeting tonight, online!
https://app.goto.com/meeting/783378365

07/21/2026

Right Stock - newest tool for quick selection process! Take a look and see what you think.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

07/12/2026

Coming up next month!