Upcoming events

Market and Economic update & Generational Wealth Conversations

CDT

Join this event online

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – May 23rd, 2024. The event is complimentary. Below are details about the event.

Thursday, May 23rd: 4pm – 5pm Central

Anthony Saglimbene, Chief Market Strategist for Ameriprise Financial, will share his insights on today’s market and economic environment. He has been with the Ameriprise Financial for over 20 years and in this role, he provides analysis and research on market trends across asset classes, sectors, and regions for the firm. Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.

Additionally, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present Family Wealth Management - Generational Wealth Conversations. The session will focus on guiding in the communication, engagement, and education for families to successfully transfer wealth.
To reserve a spot: call us at 405.286.4300 or email us at marks-associates@ampf.com
RSVP Online

This is an informational event. There is no cost or obligation.

MFS and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Join us for some baseball

CDT

OKC Dodgers stadium - Chickasaw Bricktown Ballpark, 2 S Mickey Mantle Dr, Oklahoma City, OK 73104

Marks & Associates

Please join us for a day at the ballpark. We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game together.
To reserve a spot: call us at 405.286.4300 or email us at jefferson.harris@ampf.com

Join us for a shredding event

CDT

Marks & Associates, 9104 North Kelley Avenue, Oklahoma City, OK 73131

Marks & Associates

Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents.
For more information: call us at 405.286.4300 or email us at e.marks@ampf.com