OSCPA's Financial Planning Series: Economic and Market Update - Virtual
2.00 Credits
Member Price $80
Non-Member Price $105
Overview
This OSCPA series will cover Financial Planning topics integral to advising clients and staying up-to-date on hot topics.This event will consist of four individual events each consisting of 100-minute sessions scheduled over the month of September on the following dates:
- Tuesday, September 10, 2024
- Tuesday, September 17, 2024
- Tuesday, September 24, 2024
Hear from local leaders with combined decades of career experience. This session is recommended for two hours of CPE.
Objectives
Overview of key themes facing the U.S. economy and financial markets.
- Gain a better understanding of our current economic environment
- Identify opportunities for investors and their financial professionals
- Provide an overview of the current economic environment in Oklahoma
Leader(s):
Leader Bios
Russell Dunn
Russell is a Senior Wealth Strategies at INTRUST Wealth & Retirement with over 20 years of experience in financial planning and portfolio management. In his role, Russell advises clients on investment planning, sits on the Investment Strategy Committee for INTRUST Wealth & Retirement, and is instrumental in client communications on current economic and market conditions. Russell holds a B.S. in engineering from Texas A&M University and an MBA from the University of Houston.
Non-Member Price $105
Member Price $80