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Forecast Event 2021

 

 

In these unprecedented times, it's more important than ever to plan for your financial future.


Join us for our annual Forecast event as Greg Womack analyzes the events that took place in the markets during 2020 and considers what it could mean for 2021.

 

RSVP Here

 

Thursday, January 21 @ 6:00 PM

 

Petroleum Club North

1 N Sooner Road

Edmond, OK 73034

 

DINNER & DRINKS WILL BE SERVED!

*Protocols will be in place to protect yourself & others from COVID-19*

 

Please RSVP prior to TUESDAY, JANUARY 19, 2021.

Greg Womack, CFP

For over 30 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization.

 

He has earned professional certification by the College of Financial Planners, headquarters in Denver, Colorado, and is entitled to use the “CFP” professional designation. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. WIA is an independent registered investment advisor with the Oklahoma, California, Indiana, Illinois, and Texas Department of Securities.

 

Greg and his dedicated staff focus on providing clients with a wide range of planning services with an emphasis on investment management and fee-based planning. He built his practice on the use of individualized financial plans to help clients make meaningful steps toward their life goals.

 

He is a frequent guest on local television stations as a financial expert and has appeared numerous times on CNBC TV as a guest expert. Greg writes and speaks frequently on a wide range of financial planning topics. He has authored numerous articles and has been quoted in nationwide publications, including: Barron’s, The Wall Street Journal, Kiplinger’s, USA Today, U.S. News & World Report, and TheStreet.com.

This is strictly an educational event. There is no cost to attend. Seating is limited. There will be no sales of products or services at this event. Additional one-on-one meeting times may be necessary to discuss personal needs and suitability of options and/or other types of investing discussed. This e-mail may contain confidential and/or privileged information. If you are not the intended recipient (or have received this e-mail in error) please notify the sender immediately and destroy this e-mail. Any unauthorized copying, disclosure or distribution of the material in this e-mail is strictly forbidden.

 

Womack Investment Advisers, Inc. (WIA) is a registered investment adviser whose principal office is located in Oklahoma. Womack Investment Advisers, Inc. is also registered in the State of California, the State of Illinois, the State of Indiana, and the State of Texas. WIA only transacts business in states where it is properly registered, or excluded, or exempted from registration requirements. This e-mail may contain confidential and/or privileged information. If you are not the intended recipient (or have received this e-mail in error) please notify the sender immediately and destroy this e-mail. Any unauthorized copying, disclosure, or distribution of the material in this e-mail is strictly forbidden. Past performance is not indicative of future results. Not FDIC Insured. The S&P 500 Index cannot be invested in directly. Please seek investment consultation before investing. The stock market is risky, and so is driving.

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