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 Young Professionals of Bartlesville, The Richard Kane YMCA, 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, history of the markets, long-term care, estate planning and estate tax laws.
Raymond James is not affiliated with the above organizations and/or charitable causes.