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UPCOMING EVENTS

February 13, 2023

Giving Today, Planning for Tomorrow**SPONSORED by Legacy Letter Challenge - Blake Brewer

Katrina Pipasts, Northern Trust

March 13, 2023

Corporate Transparency Act**SPONSORED by First Call - Jennifer Tyrl

David Boekeloo, Arvest Bank

April 10, 2023

Estate Planning Concerns for LGBTQ+ Clients**SPONSORED by Moore Fitzgerald Funeral Home - Dr. Joe Moore

Riley & Laurel Kern

May 16, 2023

Current Developments and Planning Nuggets

Marty Shenkman, CPA, MBA , PFS, AEP (distinguished), JD,

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