May 13, 2025 Technical Meeting

May Technical Meeting

Tuesday, May 13, 2025

11:30 - 1:00 PM

Tulsa Country Club

1 Hour CPE 

Speaker

Brandy Marion

Topic

How to Maximize your Company Retirement Plan

Brandy Barnes Marion serves as the Senior Vice President and Manager of Retirement Plans Education within Institutional Wealth Management at BOK Financial since 2001. In her role, Brandy oversees a team responsible for providing comprehensive employee retirement and financial planning education. This includes conducting thorough educational needs assessments, designing campaigns, managing campaigns, and directly delivering educational content.

Brandy is a qualified licensed financial consultant and holds the Chartered Retirement Planning Counselor (CRPC) certification from the College for Financial Planning.

Don’t miss her Ted Talk on the Power of the Roth!
Brandy B. Marion: Pocket Change: Could the Roth Save You More? | TED Talk

Originally from Oklahoma, Brandy earned her Bachelor’s Degree in Business from Oklahoma State University. Prior to her current position, she owned a business in Owasso for 10 years. Brandy actively contributes to her community and has participated in programs such as Leadership BOKF and Leadership Owasso. In 2001, she was recognized as the volunteer of the year for the Green Country YMCA.