Meet The Panel
8 thought leaders share their perspective on:
The 50+ Years
How to Navigate the Changing Landscape
A personal invitation from Rick Hadrava, Panelist & Moderator
I have always taken pride in bringing our knowledge, expertise, and network to the table in the pursuit of helping families live their best lives. That is exactly what this panel is all about!
In this season of great uncertainty, now is a perfect time to hear directly from some of the experts as they share timely information on everything from wealth management, senior housing, second half entrepreneurship, and much more. No charge to attend but RSVP to hold your spot. Ask your questions and walk away with valuable information to help you and your family experience greater success in navigating the second half of life.
I look forward to seeing you there!
Wealth Management, Business Advisor, & Podcast Host
Rick is a 28-year expert in his field helping small business owners and families with their wealth management concerns. He and his team are always happy and ready to help. Whether it's a second opinion with retirement planning, portfolio, or any other wealth management issues, they stand ready to bring their resources to the table!
A successful business owner, Rick has experienced first-hand many of the challenges entrepreneurs face. His expertise includes:
• Been certified in exit planning and is a certified Value Builder Coach.
• Studied with and been mentored by some of the top entrepreneurs in the world.
• Built knowledge, experience, and a network of resources to help families and other business owners get to the next level.
• Host of The Over 50 Entrepreneur Podcast.
Senior Living Expert
Matt has been a senior living industry professional for 20 years. After seeing so many families struggle to make educated, prudent decisions to care for their loved ones, Matt was motivated to help. He created Arrow Senior Living Advisors to provide a team of advocates for seniors and guide families through what can be a challenging, stressful time. Today, Arrow provides high-quality, compassionate, and free placement services for any senior in the Oklahoma City metro area, regardless of their situation or financial status. As the company’s founder, Matt manages day-to-day operations, works with existing clients, and oversees new client and business relationships in the area. His commitment to customer service has made Arrow one of Oklahoma’s top choices for senior placement and care.
Estate Planning Attorney
Christin V. Mugg is attorney who concentrates her practice on complex estate planning and planned charitable giving. Christin is a member of the Oklahoma City Estate Planning Council, Oklahoma Bar Association, Oklahoma Association of Charitable Gift Planners, Texas Bar Association, and Oklahoma County Bar Association. She is also Chartered Advisor in Philanthropy®. In addition to her legal practice. She is an adjunct professor at Oklahoma City University School of Law, teaching Estate Planning. Christin currently serves on the Edmond City Council. Christin established the Mugg Winston in June 2005. She previously worked as an associate with McAfee & Taft from 2000 to 2005, and with Hartzog, Conger & Cason from 1998 to 2000.
JD, CFP®, Regional Insurance Planning Specialist
Prior to his current role, Mike spent 25+ years working in the insurance industry. At MetLife and AXA he held numerous positions in sales and distribution of life insurance, annuities, long-term care and disability income. Mike has supported financial advisors in Wirehouses, Broker Dealers and RIA’s. In addition to these roles Mike was also an advanced sales attorney for MetLife. Mike obtained a law degree and is a CERTIFIED FINANCIAL PLANNERTM professional. He holds a Bachelor’s Degree from Arkansas Tech University, and received his Juris Doctorate Degree from the University of Arkansas at Little Rock. He is a member of the Arkansas Bar Association and past member of the Advanced Association of Life Underwriters. Mike also holds CLU® and ChFC® designations from the American College of Financial Services.
Author, Speaker, & Coach
Mark Bravo is a 20-year national running coach, and veteran marathoner. Mark is a longtime Race Announcer, hosting such venues as the Oklahoma City Memorial Marathon, Tulsa Route 66 Marathon,Tulsa Run and others around the southwest United States. A veteran of over 500 races and some 50 marathons, his love of the positivity of those at races, and the vibrant engagements at these events has kept him racing since 1981, though moreso Mark now lives ‘vicariously’ through participants by calling them to "their Finish Lines!" Mark’s book: "MOMENTUM: 77 Observations Toward A Life Well Lived” of short snipets, experiences and stories, speaks to the value of a positive attitude, both on the roads and beyond! His public speaking focuses on the value of momentum in our lives: recapturing it when adversity appears, turning it from negative to positive, and honing it toward a life truly well-lived. Mark sees everyone as an athlete; his mantra is: "All Abilities, All Athletes", and you quickly find that his definition of the word goes well beyond the physical!
CPA & Tax Consultant
I am a person that strives to overcome challenges. I have been faced with challenges since early on in life that have required me to work harder and better than the next person to succeed. It is something I still do in my professional life. I love people. I love relationships. There is nothing more satisfying to me than to see a client smile when you have solved something for them. I have always enjoyed being the guy behind the scenes. I don't have to carry the ball, I don't want the headlines. I like being the person behind the person making the headlines. I advise some very influential people in Oklahoma City, and don't need the recognition for doing so. As for me personally, I love my family. I have been blessed with a wonderful wife and two wonderful children, whom I cherish and protect time with. I enjoy all sports, an occasional round of golf, and support any Oklahoma team, the OKC Thunder avidly, and Tampa Bay Buccaneers privately.
Downsizing Made Easy
Becky Ivins has over 40 years of Real Estate experience in the Oklahoma City Metro area. Fresh out of college, Becky spent 5 years as a Social Worker. She still refers to herself as a Socia Worker - with a real estate license! Discovering that she had more ofan entrepreneurial spirit, Becky desired to own her own business and determine he own destiny. So in 1977 Becky took the leap and got her real estate license and less than 2 years later she earned her real estate broker’s license. With her high energy level and her desire to help others, it’s been the perfect career choice. Becky has since helped thousands of families sell and buy homes. Becky Ivins is the Broker/Owner of Movers Real Estate Company. She averages selling about 3 houses each week. She has enjoyed the endorsements of Dave Ramsey, Glenn Beck, John Tesh, Sean Hannity, and Barbara Corcoran from Shark Tank. Becky has earned many designations and she enjoys putting that knowledge to use.
Senior Entrepreneur, Startup and Small Business Advisor, & Operations Expert
W. Andrew Berky - Operations Executive with over 40 years’ experience in small to medium business
Held positions as: Founder, CEO, CFO and COO in various service companies over the span of his career.
Currently consultant to Small and Startup business with the focus on operations performance, comprehensive business affairs and metrics to measure and monitor improvements in operations and financial performance. Helps clients understand how the financials reflect on business performance and what they say about the operations, as well as what Performance Metrics owners need to measure and monitor.
Will address subjects:
• Cash - how much do you need and why cash is King
• First Major decisions before starting
• Partners, employees, and investors
• Three core functions of all business
• What should you outsource
• What professional services you should not try to DYI
• Business legal structure
• Why are you or why did you start the business?
• Seven Key Elements that must be developed to be successful
• Metrics - what do you need and when
• Climb to success generally has six steps along the journey - know them
8:30 am to 2:00 pm – Hours for Second Half Expo
KEYNOTE & PANEL SESSION
9:00 am – coffee, pastries & networking
9:15 am – Keynote by Rick Hadrava
10:15 am – Panel & Discussion
11:30 am – Panel Session ends