Education for Clients: Funding "Refresher" Workshop

Please join us for a quick "refresher" course about our funding process.  If you would like to learn more about our funding process, or if it has been a while since you were in the initial funding phase of our process and would like a few reminders, please join us!

We will cover:

  • the basics of our process,
  • our recomendations for titling and funding new and existing assets,
  • Simple ways to to properly fund newly aquired assets,
  • We will also leave plenty of time for your questions!

Call, email, or click the link below to let us know you are coming!

405-364-2246 or