Don’t Wish for Your Pot o’ Gold! Prepare for it!

When building a secure financial future, you can’t count on the “luck o’ the Irish”! It’s best to have the right facts and an informed strategy. Get the information you need by joining us on March 15, 2024, for our pre-St. Patrick’s Day “Women, Wealth, & Wine” event.

Our event is hosted by Lora Rolin, owner and partner of WilLo Financial Group. Lora is an Investment Advisor Representative with more than 20 years of experience. She holds an Oklahoma insurance license and a Series 65 license.

To attend the event please fill out the form below.


Are you still looking for that lucky four-leaf clover?

The fact is this: Women face a host of gender-specific challenges to their long-term financial security, including:

  • longer lifespans
  • less earning power
  • and certain health issues.

This makes smart retirement planning especially important for women. The good news is that despite many cultural myths, studies show that women are every bit as good at investing and managing money as their male counterparts — and in many ways even better.

That’s great, but it’s also important to have the best and most up-to-date information, provided by an experienced financial professional and educator. That’s your “Women, Wealth, & Wine” host, Lora Rolin.

Lora has been an independent financial advisor for more than 20 years. She is a licensed Investment Advisor Representative with Sound Income Strategies, LLC, and specializes in helping individuals and families create financial strategies designed to help protect their assets, minimize taxes, and generate reliable, lifelong retirement income.

Let Lora share her valuable knowledge with you as you enjoy good company and informative conversation at our “Women, Wealth, & Wine” event, happening March 15 at 4 p.m. CT.

The event is being held at:

3401 W. Rock Creek Rd. Norman, OK 73072

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of WilLo Financial Group. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. WilLo Financial Group and Sound Income Strategies LLC are not associated entities. © 2024

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