Retirement Financial Planning 101

Terri Taylor, CTFA (Senior Vice President. Arvest Wealth Management and Senior Client Advisor – Investments) will discuss the general financial issues to consider when planning for your retirement.

Terri Taylor began her financial services career in 1989, working in several areas of the bank and transitioning to the Arvest Wealth Management in 2008. She holds a Bachelor of Arts from the University of Oklahoma and Bachelor of Science from Pittsburg State University. Terri is a Certified Trust and Financial Advisor. She has served on the board of several community organizations in the area.

Terri loves helping individuals and families plan for the financial future. She focuses on helping them achieve their dreams and goals with holistic strategies for their wealth management needs. She utilizes a wealth management process with all her clients and believes that by using this process, she can focus on her client’s plan and monitor their progress towards their individualized program for financial security. She helps make their dreams, their reality.

This is a free program open to the public.

For more information, please call the Reference desk at 918-338-4169.