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2017 OKC Financial Forum

Featuring Legendary Coach

Lou Holtz

2017 OKC Financial Forum

Lou Holtz has established himself as one of the most successful college football coaches of all time.

Holtz served as a college football studio analyst on ESPN from 2004-2015. He appeared on ESPNEWS', ESPN College GameDay programs, SportsCenter as well as an on-site analyst for college football games.

For many years Holtz has been considered among the greatest speaking legends in America today. He speaks on overcoming seemingly impossible challenges by setting your own goals and working to achieve them. He has built a reputation as a motivator, a demanding disciplinarian and someone who relishes challenges and hard work.

Coach Holtz will share how to:

  • How to make the proper adjustments for optimal success
  • How to see the entire playing field to make successful decisions
  • How focusing on people drives success

2017 OKC FINANCIAL FORUM includes top financial thought-leaders in the country

Knowledge is Empowering

If there was a missing piece of information in your finances that could cost you money now or that would cause a significant problem in your future, when would you want to find out about it?
The evening includes a 30-minute session by industry leaders and money managers, providing insight on current market conditions and a 30,000 foot view of current market environments.

Mark DiOrio

Mark DiOrio joined Brookstone as Chief Investment Officer in 2015 and is now the Chief Investment Officer. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University and is a member of the CFA Institute and CFA Society of Chicago.

Jim Pritchard

 Jim has been in the investment industry for 34 years, since he received his Economics degree from Columbia University in 1982. Jim became an investment consultant with Smith Barney before starting his own investment management firm in 1986. He created one of the first separately managed accounts using index funds and ETF's which was ranked by Nelson’s in the World’s Best Money Managers listing.

Avi Rutstein

Avi has over 15 years of experience in the financial services industry as a trader, advisor and wholesaler. He joined CMG Capital Management Group, Inc. in 2006 and serves as Managing Director and Head of Distribution and is responsible for directing the overall sales and distribution strategy along with new product platform initiatives.

Phil Graham

As the current Chief Sales Officer for Financial Independence Group, Phil Graham has over 18 years of insurance industry success. Phil works with financial professionals nationwide to build and develop proper fixed income, conservative and insurance portions of client portfolios to develop future income for retirement.

 

This event is presented and sponsored by a proud Oklahoma business.

Jeff Gorton

President, Gorton Financial Group
CPA CFP® RICP®

Jeff is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional® specializing in individual tax and retirement planning. He is also an Investment Advisor Representative under Brookstone Capital Management, an SEC Registered Investment Advisor, and has a life and health insurance license with the state of Oklahoma.

Jeff works with numerous individuals and their families to create and protect their financial legacies. He specializes in working with retirees in the areas of tax planning, benefits, retirement planning, and safe money techniques.  Jeff received his BBA in Accounting from the University of Oklahoma in 1988. Jeff is also a nationally known speaker, who has been featured in the Wall Street Journal, Marketwatch, Newsday, Investor Ideas, and multiple other national publications.

Trusted. Personalized. Experienced.

The Premier Financial Educational Event of the Year in OKC!

2017 OKC Financial Forum

  • Event Details
  • Where: OCCC Visual Performing Arts Center
  • When: Tuesday, March 28th
  • General Admission & Registration: 5:30pm
  • Program Starts: 6:30pm
  • End Time: 8:30pm

Limited Seating and Registration for this Event

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