The Hodges Agency

Retirement today is evolving rapidly, and staying prepared is more important than ever. You and a guest are cordially invited to join Pre-Planning Solutions and Wheeler Consulting for an educational presentation and a complimentary gourmet meal.
Our hosts, including Rob Wheeler (CLU, ChFC) and Michele Miranda (MCEP), bring over 90 years of collective experience to help you navigate a worry-free retirement.
Event Details
Location: Bodean, 3376 E 51st Street, Tulsa, OK 74135
Attire: Business Casual
Time: 6:30 PM (Please arrive 15 minutes early for check-in)
Available Dates:
* Monday, January 19
* Tuesday, January 20
* Thursday, January 22
* Monday, February 2
* Tuesday, February 3
* Thursday, February 5
This "Straight Talk" session covers essential strategies for your financial future, including:
* Wills & Trusts: Choosing the right path and avoiding probate.
* Stock Market: Protecting gains and avoiding market declines.
* Tax-Free Income: Converting assets into lifetime income streams.
* Estate Planning: Utilizing life insurance and advanced funeral planning for peace of mind.
* Retirement Accounts: Finding safer options for your IRA, 401(k), and 403(b).
Register in one of two ways:
* Call: 918-819-8687
* Text: Send keyword 33E9 to 918-819-8687
We look forward to helping you plan for a secure and confident future.
Best regards,
Rob Wheeler
Wheeler Consulting | Pre-Planning Solutions and
Patrick Hodges
The Hodges Agency
http://www.Thehodgesagency.com

Secure Your Retirement: Complimentary Gourmet Meal & Seminar
You and a guest are invited to an exclusive evening of straight talk about your financial future! Join us for a complimentary gourmet meal at Bodean and learn strategies to help prepare for a worry-free retirement in an ever-changing world.
Topics We'll Discuss
Wills & Trusts: Avoid probate with the right plan.
Life Insurance: Explore this powerful estate planning tool.
Income: Learn to convert assets into tax-free lifetime income streams.
Stock Market: Strategies to lock in gains and avoid declines.
Retirement Accounts: Discover a safer place for your IRA, Roth, 401(k), and 403(b).
Event Details & Registration
Dates & Times:
Monday, Jan 19 at 6:30 PM
Tuesday, Jan 20 at 6:30 PM
Thursday, Jan 22 at 6:30 PM
Monday, Feb 2 at 6:30 PM
Tuesday, Feb 3 at 6:30 PM
Thursday, Feb 5 at 6:30 PM
Location:
Bodean
3376 E 51st Street
Tulsa, OK 74135
Visit WWW.TheHodgesAgency.com to register
Attire: Business Casual. Please arrive 15 minutes early for check-in.

Explore tailored insurance solutions that fit your unique needs. Visit our website today to discover how we can help secure your financial future.

http://thehodgesagency.com

Worried about market declines, taxes, or outliving your savings? Join our exclusive educational seminar at BODEAN in Tulsa, OK, where we'll share strategies for a worry-free retirement (p. 1).
Enjoy a delicious, complimentary dinner while learning how to navigate today's unique retirement challenges (p. 1).
Topics to be discussed:
Avoid probate with effective Wills and Trusts (p. 1).
Convert assets into Tax Free lifetime income streams (p. 1).
Strategies to lock in market gains and avoid declines (p. 1).
Discover potentially safer places for your IRA, Roth, 401(k), and 403(b) accounts (p. 1).
Presented by experienced financial professionals Rob Wheeler and Michele Miranda (p. 2).
Event Dates & Registration
Seats are limited! Choose the date that works for you:
Monday, Jan 19 at 6:30 PM
Tuesday, Jan 20 at 6:30 PM
Thursday, Jan 22 at 6:30 PM
Monday, Feb 2 at 6:30 PM
Tuesday, Feb 3 at 6:30 PM
Thursday, Feb 5 at 6:30 PM
Location:
BODEAN
3376 E 51st Street
Tulsa, OK 74135 (p. 1)
Two ways to register:
📞 Call: 918-819-8687
📱 Text keyword 33E9 to 918-819-8687 (pp. 1-2)