January 2021 Newsletter
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Are you serious about getting into financial shape?  
This webinar will help get you on the right track.
The Employee Benefit Research Institute’s “2019 Financial Well-Being Survey” reports that 25% of workers say they are distracted by financial issues at work. Also, 42% of workers say that they plan to retire later than previously planned.  Join us, at 2:30pm CST on January 27th to learn more about the following topics:
  • Budgeting & Saving
  • Managing Debt
  • Understanding & Using Credit
  • Tools & Resources
 
 
If you are unable to join using the link above please join by phone: +1-415-655-0001, Meeting number: 808 648 168#
 

You can use this calculator to project both short term personal goals and long term planning goals.
 
 

People who are serious about improving their physical health know that it requires effort and a series of small steps taken over time. It’s much the same with improving your financial health. Follow these steps…
 
 
 
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Investments are not insured by the FDIC, are not deposits or other obligations of, and are not guaranteed by, any bank or bank affiliate. Investments are subject to risks, including possible loss of principal amount invested.

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BOK Financial | P.O. Box 2300 | Tulsa, OK 74192