TULSA ESTATE PLANNING FORUM

December 2, 2025

Breakfast at The Summit

NAEPC Webinar TBD

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January 12, 2026

Economic Update

Steve Wyett, Chief Investment Strategist

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February 9, 2026

Oklahoma Uniform Trust Code & Other Legislative Developments

James C Milton, Esq

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March 9, 2026

Top 10 Charitable Financial Planning Strategies: Helping your clients & your business with charitable planning****LIVE WEBINAR WITH Q & A***

Russell James, J.D., Ph.D.

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