71st Annual Convention 2018: Financial Planning Seminars

Financial Planning Seminars Summary

Friday, 8:00 – 9:15am
“Social Security Update: The Retirement Basics”
Heath Tebow, District Manager, Social Security Administrators

Heath Tebow is the District Manager of the McKinney Social Security Office. He began working for the Social Security Administration in 2001 and has held various titles for the agency throughout both Oklahoma and Texas. Heath is a proud parent and husband and graduated from Oklahoma State University.



Saturday, 7:30 – 8:15am 
“The Pitfalls of Financial Planning: and How to Avoid Them”
Llyod Lowe Sr., Chief Investment Advisor, LD Lowe Wealth Advisory

Lloyd Lowe Sr. founded LD Lowe Wealth Advisory more than 20 years ago and since then has helped individuals meet their financial goals for retirement and also enjoy a lifestyle that fulfills their personal desires. Lloyd has a strong foundation in business that provides him with a practical understanding of the balance that must be maintained to achieve investment results and protect long-term financial wealth. His approach is built on a strong partnership with his clients, serving as a trusted advisor and friend. His commitment and integrity have earned his firm the recognition of many publications and organizations.
In addition to his years of education to earn his degrees, every year Lloyd takes part in more than 40 hours of continuing education to maintain his registered financial consultant certification. He is also an international public speaker.

Lloyd oversees investment activities across all accounts managed at the firm and his personal advisory practice is focused on clients with investable assets of $1 million or greater.