March – Simple Solutions Your Clients Will Appreciate!
February – Our Services Can Help You, Your Clients and Your Career!
Jan. 18 – Help Your Clients Find a Charity They LOVE This Valentine’s Day!
Jan. 4 – Help Your Clients Achieve Their Financial Goals This Year With the Oklahoma City Community Foundation!
Dec. 14 – Time’s Almost Up! Let Us Help You Help Your Clients Before This Year is Gone!
Nov. 30 – It’s Giving Season! Learn About the Best Giving Vehicles to Assure Long-term Support!
Nov. 16 – Preserving a Legacy, Saving on Taxes and Helping the Community
Nov. 2 – It’s That Time! Tips and Strategies for Year-End Giving.
Oct. 19 – Financial Planner Finds Avenue to Impact Lives
Oct. 5 – Helping Your Clients Get More Out of Giving
Sept. 21 – Charitable Planning Can Help Your Clients With Their’ Financial Goals
Sept. 7 – Helping Clients Make a Greater Impact with Their Charitable Giving
August 24 – Planning Ahead to Increase Charitable Impact
August 10 – Partnering to Better Serve Your Clients
July 27 – The Best Solutions for Client Requests
July 13 – Supporting Students Through Smart Giving
June 29 – Help Your Clients Support the Causes They Care About
June 15 – Estate Gifts Can Leave Lasting Impacts
June 1 – Retirement Fund Assets Make a Perfect Planned Gift
May 11 – Helping Donors Create Their Legacy
April 27 – Experience and Flexibility is Key for Advisor
April 13 – A Trusted Relationship to Benefit Your Clients
March 30 – Assisting Clients with Financial Goals
March 16 – Financial Advisor Finding Multitude of Ways to Help Clients Give Back
March 2 – How a Financial Advisor is Working to Give Back
Feb. 16 – How a CPA is Helping Fulfill Her Clients’ Wishes
Feb. 3 – A Financial Advisor’s Best Tool for Helping Charitable Clients
Jan 20 – A Trust Officer Connecting Clients and Giving Back
Jan. 6 – How a Professional Advisor is Positively Impacting his Community