Retirement Planning Seminar

Retirement Roadblocks, Mistakes and Social Security

Tuesday, September 29 & Thursday, October 8


Tuesday, September 29, 2015 – OU-Tulsa Campus
Schusterman Learning Center Building, Room 145
4502 East 41st Street, Tulsa, OK 74135
8:30 AM – 9:45 AM


Thursday, October 8, 2015 – OU-Tulsa Campus
Schusterman Learning Center Building, Room 145
4502 East 41st Street, Tulsa, OK 74135
5:30 PM – 6:45 PM

Whether you are building for retirement or already retired, this workshop is for you! Sixty-three percent of all U.S. households have established a retirement plan, but while retirement accounts provide significant advantages that allow individuals to save for retirement, they are a problematic asset to leave to surviving spouses and heirs. Furthermore, you don’t want to be left guessing about how to maximize Social Security benefits – when to file, how to file, the taxation of benefits, etc. Through estate planning, these problems can be addressed.This free workshop will provide insight on the decisions one should make concerning retirement and social security while addressing common estate planning concerns.Heavy hors d’oeuvres will be available.

Your friends at Catholic Charities invite you to be our guest at this informative session about retirement planning. If retirement planning isn’t your priority right now please forward this invitation to someone you know would benefit.  Catholic Charities has partnered with the Tulsa Community Foundation and the financial advisors at The Advancement Group so we can offer planned giving information to our supporters. We provide these information seminars because it can be helpful to you.  Also, people sometimes ask us about including Catholic Charities and other organizations important to them in their estate plans.

Another service we offer is private financial planning sessions with The Advancement Group.  If you want to meet with them to discuss your concerns and hopes to care for your family and leave a legacy, please contact me and I will refer you to the planners. There is no charge for you to meet with them and it is completely confidential. Several people who have benefited from their work with TAG have given feedback to us that they were pleased with the personalized plan for carrying out the legal documents to have peace of mind.

Blessings to you from Catholic Charities.
Laurie Perkins, 918.508.7116 or

If you would like to attend, please let Laurie Perkins at Catholic Charities know by Friday, September 25th, for the September 29th meeting, or Monday, October 5th, for the October 8th meeting. We will meet you there!