Lunch & Learn: Ian Kiefer, CFP
Schedule
Tue Apr 28 2026 at 10:30 am to 11:30 am
UTC-05:00Location
3902 East 51st Street South | Tulsa, OK
About this Event
If you’re a Realtor or self-employed professional, you already know the upside of 1099 income, but what about the long-term strategy behind it?
Without employer benefits like a 401(k) or company match, building wealth takes intentional planning, discipline, and the right structure.
Join us for a practical Lunch & Learn where we’ll break down how to:
• Manage income and prepare for taxes
• Build a strategy for saving and investing consistently
• Understand retirement options available to 1099 earners
• Turn unpredictable income into long-term wealth
I’ll be joined by Certified Financial Planner Ian Kiefer, and we’ll walk through real-world strategies you can actually apply. Not just theory.
This will be a conversational session with time for Q&A, so bring your questions.
Whether you’re early in your career or already producing at a high level, this session will help you think differently about your income and your future.
Lunch will be provided.
Where is it happening?
3902 East 51st Street South, 3902 East 51st Street South, Tulsa, United StatesEvent Location & Nearby Stays:
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