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Events & Workshops

We believe in the power of knowledge. This is why we often host educational workshops to empower the local community with the tools and information they need to make smarter financial decisions.

Who would benefit from attending these events?

These public sessions are created to help people with the following common circumstances…

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New Retirees

If you are recently retired but still need to make important financial decisions, attend one of our events so those decisions can be well informed.

Approaching Retirement

Are you thinking about retirement? Do you need answers in order to map out your retirement plans? Do you need retirement peace of mind?

High Net Worth Individuals & Families

If you have significant assets, you must take the proper steps to protect those assets for the rest of your life and for future generations.

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Upcoming Events

Upcoming Events

Rather meet  one-on-one? 

Send us a message to schedule a meeting with one of our associates and create your financial strategy today.

or

Call us at  (918) 747-0024 

ABOUT US

Ozment Agency is a professional financial services company providing a variety of solutions to individuals, business owners, and corporations.  

CONTACT US

EMAIL

info@OzmentAgency.com

VISIT US

ADDRESS

5540 S. 79th E. Place

Tulsa, OK 74145

PHONE 

(918) 747-0024

FAX

(918) 398-6493

© 2021 by Ozment Agency

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Ozment Agency and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Ozment Agency.

Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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Investing involves risk, including the potential loss of principal.

No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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