Bank of Texas

Bank of Texas hosted business owner clients for a panel luncheon at Park City Club, in which five specialists discussed key topics surrounding internal and external business succession planning. Event host Vince Manna said, “We had a full house and lively conversation regarding a what we believe to be a crucial financial planning topic in coming years. We look forward to continuing the conversation with clients as they approach one of the most important decisions of their careers – how to best transition their largest and most sentimental asset.”

Listen in as Bank of Texas Chairman and former CEO Norm Bagwell shares his career journey with The 1911 Group at Southern Methodist University with a focus on the power of teamwork in fueling success. "It’s a team game, and hiring and surrounding yourself with good people is mission critical."

Think you'd never go back to work after retirement? "I found that many retirees go back to work simply because they're bored," said Brandy Barnes Marion, institutional wealth education and training manager at BOK Financial, who delivers frequent workshops on retirement. Find out why 1 in 8 retirees go back to work in some capacity, and learn what should be considered before doing so: https://ow.ly/YhZz50TwCKU

#Medicare open enrollment is coming. Are you thinking of reviewing your plan to see if you need a change? "Be cautious with private insurance companies, especially those offering Medicare Advantage, Part D and Medigap plans," said Jim Shaw, director of BOK Financial Advisors. "Some may use misleading marketing tactics, particularly during open enrollment. Your Medicare review should be no-cost and free from pressure and sales pitches." Learn how to choose the right Medicare plan for you: https://ow.ly/uq7X50TEEYW

Don't miss out on our exclusive offers to unlock your business potential! Take advantage of discounted loan rates, 90-day deferred payments on commercial real estate loans, and a low introductory rate on our business credit card. Act now—these offers end on October 31! https://ow.ly/xkXF50TCzpM #GrowYourBusiness #BusinessOwners #CommercialRealEstate

If you haven’t made out a will or trust, you’re leaving a lot up to chance, including putting your family in the awkward position of figuring out what to do. “You owe it to yourself and your loved ones to document your intentions—and to save everyone the heartache and expense of your not having done so,” said Mike Sears, trust officer at BOK Financial?. Learn how to get your estate plan together so you and your loved ones have peace of mind. https://ow.ly/z16x50TfXVu #EstatePlanning #LegacyPlanning #FinancialPlanningMonth

When saving money for retirement, it's never too early to start. Whether you've been saving for years or just getting started, learn tips from our experts on saving for retirement in every decade of your life: https://ow.ly/84pe50SMu6W #FinancialPlanningMonth

Attention homeowners. Did you know that “tappable” home equity is the amount of equity a mortgage holder can use for a loan or line of credit while still retaining a 20% “cushion” that they’re not touching? We’re currently at record levels of tappable equity due to rising home prices. Learn how you could use yours: https://ow.ly/rl0t50TxFxf

Although most anticipated that the #FederalReserve would cut rates in September, the decision to cut by 0.50% (as opposed to 0.25%) was a surprise to many. BOK Financial Chief Investment Officer Brian Henderson explains why the Fed cut rates so aggressively and what may be ahead for financial markets and the broader economy in the fourth quarter: https://ow.ly/FXsO50TAjFf #EconomicOutlook

Don't miss your chance to attend tomorrow's exclusive webinar! Join us as Dan Clifton, Partner and Head of Policy Research for Strategas and BOK Financial’s Chief Investment Strategist, Steve M. Wyett, CFA discuss what to expect from the upcoming elections, how it could affect the markets, tax policy, the economy and other fiscal matters. Register now: https://ow.ly/L8xx50TzgT8