Something Good Is Cooking and You're Invited!

Join us for a Very Special Dinner Seminar Event:
"Avoiding the 2026 Tax Increase"

Are you following the news? The Secure Act 2.0 as well as potential new taxes are on the horizon. Join us at Cattlemen’s Steakhouse as we discuss this and other timely issues that could impact your retirement.

Tuesday, May 24th at 6pm EVENT FULL-WAITLIST ONLY
NEW DATE ADDED: Tuesday, May 31st at 6PM

1309 S Agnew Avenue • Oklahoma City, OK 73108
Arrive 15 mins early.

Grab your spouse/partner and join Patrick Coons for this live event. 

The past 2 years have been tumultuous

  • 1 in 5 of all businesses closed, including 110,000 eating and drinking establishments
  • 20.6 million people lost their jobs only to have the unemployment rate recover but with the opposite effect: now there are not enough workers
  • Inflation is at its highest point in 31 years
  • Many believe “the other 99.5%” are looking at tax increases
  • Capital gains taxes are on the table to be increased

The Good News: YOU HAVE SAFE MONEY OPTIONS

Join us and learn about 

  • How to keep some of your money in a 0% tax bracket, regardless of how high taxes go up in the future
  • How to reinvest your RMDs and never pay taxes on that money again
  • How to pass more money to your family without income tax
  • How to grow your money in years that the market goes up, without income tax

 

CONTACT US
FOLLOW US
Oklahoma City, OK Office

14201 N. Santa Fe Ave
Suite 101
Oklahoma City, OK 73013

Norman, OK Office

2500 Boardwalk Street
Suite 222
Norman, OK 73069

Tulsa, OK Office

7136 S. Yale,
Suite 321
Tulsa, OK 74136

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Patrick Coons/Slate River Financial you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Scroll to Top