Message from President Robinson
July 1, 2018
Dear Members and Guests:
Welcome to the official website of the Tulsa Estate Planning Forum. Our website is designed primarily to keep you apprised of upcoming events of the Forum and to assist you in finding qualified professionals and resources related to the field of estate planning and financial planning.
Founded in 1975, The Tulsa Estate Planning Forum boast of over 100 member comprised of the top professionals in their respective profession. The Tulsa Estate Planning Forum is affiliated with the National Association of Estate Planners and Councils. Our membership includes a diverse array of professionals working in the greater Tulsa area; including attorneys, accountants, trust officers, insurance professionals, financial planners, and representatives from various charitable organizations. We are a diverse group of professionals committed to expanding estate and financial planning knowledge and expertise, growing professional contacts & relationships, and, ultimately, enhancing the community by facilitating a superior client experience.
As we move into the 2018-2019 year, the Forum can reflect on an outstanding history centered primarily on keeping its membership uniquely and comprehensively informed of cutting-edge estate and financial planning developments and established strategies. Over the years, this has been accomplished by attracting national figures to address the membership; showcasing prominent local practitioners at educational monthly luncheons and our Annual meeting in May; providing regular updates on significant recent estate planning developments.
The Tulsa Estate Planning Forum is excited to continue and build upon these fine programs and traditions during the coming year. The monthly agenda is, as always, ambitious, practical, and balanced among our membership disciplines, and this year has more of a national flavor than ever before. Please feel free to browse our website for more information on our council and its members, as well as events planned for the season, membership criteria & applications and website links of particular interest.
Best personal regards,
Shawna Robinson,CPA, AEP®
Woodrum, Tate & Associates, PLLC
2018-2019 President, Tulsa Estate Planning Forum