At Susan Dick Financial Services, we believe in being well-balanced individuals. Our staff participates in a variety of local organizations and events throughout the year. Organizations include Kiwanis, Rotary, The Bartlesville Regional Chamber of Commerce, Washington County Excise & Equalization Board, the Bartlesville Regional United Way, Paths to Independence, Agape Mission, Elder Care, St. Luke’s Episcopal Church, and Bartlesville Southern Baptist Church. We also support local teachers through the Donors Choose Program as well as local sports teams and community churches.
With so much happening in today’s world, it can feel difficult to stay current and knowledgeable on every topic. We host several educational events such as seminars to provide investors with an understanding of different topics relevant today. Professionals on a variety of topics offer their insight and resources to attendees. Past event topics have included investing in current market conditions, social security planning, long-term care, estate planning, and estate tax laws.
Raymond James is not affiliated with the above organizations and/or charitable causes.