Events

Can You Afford to Retire the Way You Want? A Complimentary Private Dinner Discussion for Pre-Retirees & Retirees

You’re invited to a complimentary private dinner discussion designed for individuals approaching or already in retirement who want clarity and confidence around their financial future. This educational event will focus on how retirees and pre-retirees evaluate whether their investments can truly support the lifestyle they want—regardless of market conditions. We’ll explore how thoughtful portfolio structure, risk management, and modern investment solutions work together to reduce uncertainty and create more predictable outcomes. Topics include: What “retirement readiness” really means beyond account balances Common risks retirees face, including market volatility and sequence risk Investment strategies designed for protection, growth, and income Why many investors are moving beyond traditional, one-size-fits-all model portfolios Enjoy a great meal, meaningful discussion, and practical insights in a relaxed, no-pressure setting. Space is limited and RSVP is required.

Steak, Salmon, and Strategy: A Private Dinner on Protecting and Growing Your Wealth

Join us for a private dinner at Hefner Grill, where great food meets impactful financial education. This complimentary event is designed for individuals and families who want to strengthen their financial future in today’s unpredictable markets. Hefner Grill, Oklahoma City Tuesday, October 28 | 6:00–7:30 PM Hosted by Brett Valentine, CFP® of Eternal Wealth Management, the evening will focus on strategies that protect and grow your wealth while aligning with your long-term goals.

Ardmore Client Appreciation & Financial Strategy Session

Join Brett Valentine, CFP® and Sam Postich for an exclusive afternoon at the Hilton Garden Inn in Ardmore. We’ll be available between 2:00 PM – 6:00 PM to meet one-on-one, answer your questions, and review your investments, portfolio, and overall financial plan.

Steaks & Strategy: A Private Dinner on Protecting and Growing Your Wealth

Event Summary for Web Page: Location: The Capital Grille, 2100 Northwest Expy, Oklahoma City, OK Date & Time: August 28th 6:00 Dinner Provided (menu includes steak, sea bass, chicken, and more) Educational Focus: Market Protection, Custom Strategies, and Financial Planning Hosted by: Brett Valentine, CFP® Audience: Invitation-only

Client Appreciation Dinner & Market Update April 10th 2025

Join us for a special Client Appreciation Dinner at the Hilton Garden Inn Edmond – Meeting Room 3A as we gather to enjoy a delicious buffet dinner and discuss the State of the Market in today’s uncertain economic landscape. We’ll cover key topics, including: ✅ Tariffs, the new administration, and market uncertainty ✅ Market-linked CDs as a strategy to protect assets ✅ Investment strategies for a competitive advantage in uncertain times As a token of our appreciation, we will be holding a raffle giveaway at the end of the evening, where three lucky guests will win restaurant gift cards! Feel free to bring a friend who may benefit from working with a financial advisor or learning more about Eternal Wealth Management’s approach to investing. 📅 Date: Thursday, April 10th ⏰ Time: 6:00 – 7:30 PM 📍 Location: Hilton Garden Inn Edmond – Meeting Room 3A RSVP today to secure your spot! We look forward to seeing you there.

Client Appreciation Event in Ardmore

Join Eternal Wealth Management for a client appreciation event on Tuesday, February 25th, from 3:00-7:00 PM at the Hilton Garden Inn Ballroom, 710 Premier Pkwy, Ardmore, OK 73401 hosted by financial advisors Brett Valentine and Sam Postich in collaboration with AAM. This come-and-go event is designed to provide valuable insights into today's market trends, how structured products can help protect your investments, and the fundamentals of comprehensive financial planning. Enjoy light refreshments while gaining knowledge on strategies to safeguard your wealth and achieve financial confidence in uncertain times. As a token of our appreciation, all attendees will be entered into a raffle to win one of four restaurant gift cards. Bring a friend or family member who could benefit from understanding investment protection and financial planning strategies.

Strategic Wealth Building: Insights on Financial Planning and Risk Reduction

This event, hosted by Eternal Wealth Management in collaboration with Insperex, offers valuable insights tailored to your financial success. Guests will enjoy hors d'oeuvres, learn value of a Financial Plan, and Risk Reduction. Bring a friend interested in complimentary financial planning or risk management, everyone who attends will be entered into a raffle for a chance to win one of three Mahogany Prime Steakhouse gift cards. Secure your spot today and take the next step towards financial confidence!

Strategic Wealth Building: Insights on Financial Planning and Risk Reduction

This event, hosted by Eternal Wealth Management in collaboration with Insperex, offers valuable insights tailored to your financial success. Guests will enjoy hors d'oeuvres, learn value of a Financial Plan, and Risk Reduction. Bring a friend interested in complimentary financial planning or risk management, everyone who attends will be entered into a raffle for a chance to win one of three Mahogany Prime Steakhouse gift cards. Secure your spot today and take the next step towards financial confidence!

Meet and Greet with Sue McMillan

Meet and Greet with Sue McMillan

Sam Postich Meet & Greet in Ardmore