Hi Everyone,

I've put together a small, intentional group for this, and I'm really grateful you're part of it. I'm looking forward to having this group together!

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OSJ ADVISOR ROUNDTABLE
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📅 Sunday, September 13, 2026
Arrive & Group Dinner
Time: TBD (details to follow)
Location: TBD, Norman, OK

📅 Monday, September 14, 2026
Advisor Roundtable Meeting
Time: 9:00 AM – 4:00 PM
Location: Jones Financial Partners, Norman, OK

🏨 Hotel: Embassy Suites – Norman
(Your room will be covered — booking details to follow)

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📌 YOUR HOMEWORK BEFORE YOU ARRIVE
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To make our time together as valuable as possible, I'm asking each person to come prepared with two things:

✅ ONE THING THAT'S WORKING
Come ready to share a strategy, process, or idea that has made a real difference in your practice. This could be anything — a client communication approach, a planning tool, a workflow improvement, a prospecting strategy. If it's working for you, someone else in this room needs to hear it.

🚧 ONE THING YOU'RE STRUGGLING WITH
Bring a challenge, question, or roadblock you'd genuinely like the group's input on. No one has it all figured out, and one of the greatest advantages of a group like this is the collective experience in the room. Come ready to be honest — that's where the real value happens.

More details on the agenda and dinner plans are coming soon. Please reply to confirm you've saved these dates.

Thank you — looking forward to a great two days together!

Stephen C. Jones, CFP®
Jones Financial Partners