Tuesday, April 18th, 11:30 AM -1 PM
Tulsa Country Club
IMA Members - $30
Non-Members - $35
1 Hour CPE
Bio: Eric Burkholder is the founder and CEO of Burkholder Wealth Management. Prior to founding Burkholder Wealth Management in 2019, Eric served as Senior Advisor and Chief Investment Officer for a regional Independent Advisory Firm. Eric holds the Chartered Financial Analyst (CFA) designation and has a Master’s in Finance from the University of Tulsa.
Burkholder Wealth Management is a niche Wealth Management firm focusing on business owners and high net worth families. BWM goes beyond managing investments and retirement planning by incorporating every aspect of a client’s financial life into their plan. This includes planning in the areas of tax, estate, business, and executive benefits.
Topic: Investments in a recessionary environment.
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