April Technical Meeting

When:  Apr 18, 2023 from 11:00 AM to 01:00 PM (CT)
Associated with  Tulsa Chapter

Our April Luncheon Speaker

Eric Burkholder, CFA

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.  

Location

Tulsa Country Club
701 North Union
Tulsa, OK 74127

Contact

JENNIFER MITCHO
9186912890
jennifer.mitcho@lhh.com