Please join us virtually on August 25th as we address four important personal finance topics for young professionals.
The four topics to be covered will be:
Budgeting/Savings Basics
Investing - More Than a 401K
Knowing Taxes Now
Rent vs Mortgage
Each session will run for 30mins long. You're welcome to listen to everyone or just jump off and on for the ones that you're most interested in.
Budgeting/Savings Basics: Parker Graham (12:00-12:30 pm)
Former Professional Football Player, High Net Worth Wealth Advisor, turned award winning entrepreneur, Parker Graham is the Co-Founder and CEO of Destiny, a fintech company focused on helping community banks and credit unions deliver highly relevant and engaging technology to their digital-first customers. With their platform, Destiny has guided thousands of customers towards better financial wellness by helping them navigate over $50 million in debt, and at the same time revolutionized the way community banks and credit unions approach serving their customers in this digital age.
Parker found his passion for helping others with their finances during his time in NFL locker rooms. Realizing the lack of financial literacy and wellness around him, he went into wealth management directly after he left the game to do something about it. As a High Networth Wealth Advisor and Financial Planner at BOKF, he quickly understood that to solve the financial problems most people are experiencing, he had to get at the heart of the issue - our country’s love affair with debt. This led him to start Destiny and partner with institutions to solve this issue on as large of a scale as possible.
Investing - More Than a 401K: Shannon Kelly (12:30 -1:00 pm)
Shannon Kelly is a CERTIFIED FINANCIAL PLANNER(TM) at the Fidelity Investments office located here in Tulsa. She's spent her entire career in the financial services sector and is passionate about helping others reach their goals. In her personal life, she aspires for financial independence well ahead of typical retirement age. She resides in Bixby with her handsome husband, Jerry, and 2019 TYPROS LT baby, Hunter.
Knowing Taxes Now: LaToya Rose (1:00-1:30 pm)
LaToya Rose is a Senior Tax Accountant, Mother, World Traveler, Transformational Public Speaker, Published Author, Special Event Producer, and Change Agent. LaToya is on a mission to promote global economic justice by helping individuals and businesses implement proven strategies to monetize their genius while sustaining consistent momentum in the marketplace.
LaToya Rose is a game changer as a third generation Black Wall Street Entrepreneur. Upon return back to her hometown of Tulsa, she has operated a thriving boutique tax firm on Historic Greenwood Avenue since September 2017, has produced a signature business and economic stimulus event, and has coached many small businesses to scale their business profits beyond five-figures within eight-months of working with Rose Tax Solutions.
When she is not working to transform the world, LaToya enjoys cooking, traveling, and attending live shows including comedy, plays, and music festivals with her daughter, Greatness Elizabeth Rose. Her motto in life is: “you do not have time to waste, you only have time to execute.”
Rent vs. Mortgage: Ryan McDaniel (1:30-2:00 pm)
Ryan McDaniel currently serves as the EVP and Managing Director of Commercial Banking for Blue Sky Bank. Ryan has been in banking since taking a summer internship at a local community bank his senior year at the University of Oklahoma. Over the course of his 12+ year career he has developed a passion for working with business owners of all shapes, sizes, and experience levels. During is four and a half years at Blue Sky Bank he has grown his commercial portfolio to over $100MM specifically by combining that passion with the resources of an entrepreneurially focused community bank. Outside of work, Ryan serves as a mentor in Big Brothers Big Sisters and on the board of several non-profit organizations.
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Register in advance to receive a link to Zoom webinar.
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Why the Leadership & Service Crew exists: To connect young talent with opportunities to serve the community and develop themselves both personally and professionally
Things we care about:
Community service and volunteering
Personal development
Professional development
Leadership & Service Benefactors
Bill Knight Ford
ONE Gas
Leadership & Service Sponsors
CF Industries
The McNellie's Group
TYPROS is committed to providing accessible and inclusive programming for all members of our community. For questions about accessibility, requests for accommodations, or to inform about dietary restrictions, please contact Andrea at andreapemberton@typros.org at least 48 hours in advance of the event.