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Life Events

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Life happens. Some things we can plan for, others we simply need to be prepared for. Whether it’s sending kids off to college or having the funds available to cover an unexpected expense, a little planning now could go a long way in making your tomorrow less stressful.

grandparent planned his future with BOK Financial so that they could enjoy a less stressful tomorrow with their grandchild.

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Ninety-six percent of Americans face four or more “income shocks” (a 10% or greater decline in pay as the result of a job change, job loss, ill health, etc.) in their working years.

— Teresa Ghilarducci, The New School for Social Research

Life Events

Saving for college.
Education
client that just lost their job is utilizing BOK Financial's online tips for financials after losing a job.
Employment
newlyweds planning their shared retirement through BOK Financial.
Family Changes
family packing up boxes in their home because they planned ahead and put savings aside for a large future expense.
Large Expenses
client building a business exit strategy online.
Business Exit Strategy

Personal and Business Accounts

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Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Invest­ment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material consid­erations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”).

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.