Oklahoma City Speaker Series

Speaker: Jesse Carlucci, Ph.D, CFP® (Bio)

Lecture events are free, please contact us for more information.

Topics for the 2024-2025 Series:

  • Protecting your wealth in the digital age: Avoiding common financial scams.

    • An exploration of common financial scams, how they target people, and how to protect yourself.

  • Is FIRE (Financial Independence Retire Early) right for you?

    • Can you retire extremely young if you save aggressively and live as a minimalist? What are the trade-offs?

  • Money Milestones: Your roadmap to meeting your financial goals.

    • A financial plan is like a highway. It provides the path that you need to get to your destination. Money milestones are the important markers you pass along the way, showing your progress towards your destination.

 

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