1725 E 15th Street, Edmond, OK 73013
Email:office@chappelwood.com
Phone: 405-348-0909
The Financial Diva
  Search
Mar
14
1:30pm - 3:30pm
Nov
15
6:00 pm - 8:00 pm
Nov
8
6:00 pm - 8:00 pm
Disinheriting Uncle Sam

Uncle Sam is that relative that only calls when he needs money. If your retirement income plan does not account for taxes, you might as well use that plan as a liner for your cat's litter box.

In this fun, interactive course, you'll discover:

1. the key tax changes taking effect in 2018.
2. how your income will be taxed, and the effect of inflation.
3. 5 simple strategies for disinheriting Uncle Sam.

Location:
Mid-Del Technology Center; 1624 Maple Drive; Midwest City, OK 73110

Call 405-739-1712 to enroll.



Disinheriting Uncle Sam

Uncle Sam is that relative that only calls when he needs money. If your retirement income plan does not account for taxes, you might as well use that plan as a liner for your cat's litter box.

In this fun, interactive course, you'll discover:

1. the key tax changes taking effect in 2018.
2. how your income will be taxed, and the effect of inflation.
3. 5 simple strategies for disinheriting Uncle Sam.

Location:
Francis Tuttle Technology Center; 12777 N. Rockwell, Oklahoma City, OK 73142

Call 405-717-4900 to enroll.



Surviving 30 Years of Unemployment

Will your money last longer than you? Are you afraid you might not ever be able to retire? Maybe you'll have to go back to work? The only way to know for sure is to have an income plan.

In this fun, interactive course, you'll discover:

1. how to build a plan to manage your investments for income in retirement
2. how to structure your investments to reduce taxes, manage risk, and account for time.
3. 5 strategies for disinheriting Uncle Sam

Location:
Francis Tuttle Technology Center, 12777 N. Rockwell, Oklahoma City, OK 73142

Call 405-717-4900 to enroll.



Go Red For Women

Chevron Stemzone at the U.S. Senior Open

Money For Breakfast

Financial Diva on Success Today TV

Diva in Miami

A Dose of The Diva

Diva on Fox

Diva on KFOR

Inside the Mind of The Financial Diva

The Financial Diva with Robin Marsh

Financial Diva on WFAA - ABC Dallas

Diva in Los Angeles - CBS

KFOR - NBC Oklahoma City

KWTV - CBS Oklahoma City

 Links
Minimize

Get a Dose of the Diva

Talk is cheap, it takes money to buy champagne.

  • It's All About The $Money, Honey!

  • Don't take advice from broke people.

  • Consistency almost always out-performs occasional brilliance.

  • It's not what you earn, but what you keep.

  • It's the little things that make a difference.

  • Life is full of choices.

  • Success is getting what you want, happiness is wanting what you get.