Message from the President

August 18th, 2026

Dear Colleagues:

Welcome to the 2026 – 2027 year of the Tulsa Estate Planning Forum! TEPF’s Officers and Board of Directors have worked hard over the summer to provide another year of outstanding programming, events, and opportunities for professional connection.

For 51 years, TEPF has delivered unparalleled programming, structured networking opportunities, and a close-knit professional community for our members. Over the years, the Forum has grown to an impressive 120 professionally diverse members. Visitors to our website will find a full list of our members, with their corresponding professional discipline, under the “Directory” tab — we encourage all members to keep their profile up to date so colleagues can easily find and connect with you.

Please mark your calendar for the first lunch meeting of the year on Monday, September 14, at the downtown Doubletree Hotel. Registration starts at 11:15 a.m. and the program begins at noon. We are excited to offer another strong year of programming and connection for our members, including:

• Eight monthly programs featuring nationally prominent professionals and outstanding local speakers on timely estate planning topics.
• Our Annual Meeting on May 10, 2027, once again showcasing a highly regarded speaker whose expertise is especially relevant to estate planning professionals.
• Two member socials and two Young Professionals Network events - a breakfast meeting and a social.
• Special events during Estate Planning Awareness Week.

A full calendar of events will be available soon. Together, these offerings reflect TEPF’s continued commitment to providing meaningful education, connection, and professional growth for our members.

TEPF’s annual dues of $295 remain one of the best values in professional membership, as our sponsors cover all additional costs to bring you exceptional programming, continuing education, and networking opportunities in Tulsa—from eight monthly programs to our Annual Meeting and socials, all included in your membership.

As a Council affiliated with the National Association of Estate Planning Councils (NAEPC), TEPF members also have access to national benefits, including the annual NAEPC national conference, and Forum-nominated candidacy for the Accredited Estate Planner (AEP®) designation.

TEPF’s Board of Directors extends an enthusiastic welcome back to our returning members and encourages those who are not yet members to join. Please go to the TEPF website to renew your 2026 – 2027 membership or submit a new membership application.

If you have any questions about membership, renewal, or the benefits of joining TEPF, please do not hesitate to reach out.

Best regards,

Debbie Stumps

Debbie Stumps, JD
President, Tulsa Estate Planning Forum

918-520-0308

d.stumps@purviewlife.com