Join Us for Lobby Chats Fridays in June/July in Joplin, Mo.

Friday, June 16 at 06:10 AM
Category: Arvest Community News
Retirement planning is an ongoing process of preparing for and reacting to critical financial events. Critical financial events can be as diverse as retiring, a change in career path or just getting started. The right strategy for each stage is the key to success. 
 
Join us at noon for lobby chat round-ups on June 23, June 30 and July 7 at 3201 McClelland Blvd. Joplin, Mo., with our very own expert, Garrett Taylor**, client advisor for Arvest Wealth Management. He will share some basic insights on strategies to save, make time for Q&A and schedule follow-up appointments upon request. 
 
In his role, Garrett assists clients in the Joplin, Mo., area with investment advice, retirement planning, risk management and other areas of personal financial planning. Prior to joining Arvest in 2012, Garrett earned a degree in finance and economics from Missouri Southern State University in 2006. In 2009, he earned the CERTIFIED FINANCIAL PLANNER™ certification. Garrett is also a member of the Greater Kansas City chapter of the Financial Planning Association. Garrett also serves on the board of the Joplin Community Health Clinic. 
 
Garrett Taylor can be reached at (417) 627-8156 or gtaylor@arvest.com
 
**Missouri Insurance License # 375253 

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value
Investment products and services are provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. 

Insurance products are made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies.
 
Trust services are provided by Arvest Bank. 

Tags: Joplin, Missouri, Retirement
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