Emerging Leaders Society Keynote Address
This event will feature an interactive financial planning presentation with Bank of Oklahoma Manager of Education Brandy Barnes Marion.
What are some ways to meet your current financial needs and yet save for future goals? This keynote address will cover how to quickly and easily lay the foundation for your financial future and present these top strategies:
• Maximizing your Money
Snacks provided; happy hour to follow.
Happy Hour at Heirloom Rustic Ales
Brandy Barnes Marion has served as the Manager of Education for Retirement Plans at BOK Financial since 2010 and as a Senior Financial Consultant for BOSC, Inc. since 2001. As manager of education, Brandy and her team provide comprehensive educational needs assessment, campaign design, campaign management, and direct education delivery to plan participants in virtually every state.
Brandy has a B.S. in Business Administration, Marketing from Oklahoma State University, a Chartered Retirement Planning Counselor designation from the College for Financial Planning and has completed the certification curriculum for the CFP designation.
Prior to BOK Financial, Brandy served as a Financial Consultant at Smith Barney for 3 years, and owned a small business for 10 years previously.
|Thank you to our sponsor|