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Tulsa Estate Planning Forum

TULSA ESTATE PLANNING FORUM

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Sponsors

BancFirst
Commerce Trust Company
Integrated Financial - Michael R. Noland, CLU®, ChFC®, AEP®
Trust Company of Oklahoma
Woodrum, Tate & Associates, PLLC

Other Sponsors

Argent Trust Oklahoma
Arvest Wealth Managment
Barrow & Grimm
Carr Riggs & Ingram
Edison Wealth Strategies - Isaiah C. Edison, CFP®, ChFC®, CLU®
Financial Diagnostic Group - Michael W. McConnell, ChFC®, CLU®, CASL®
Littleton Legal, PLLC
Lohrey & Associates, PLLC - Jay Stallsmith, CPA
Lonergan Advisors, LLC
Regier, Carr & Monroe, L.L.P - Charles L Tefertiller, Matt Henry, & Alan Ball

Please contact us to list your company on our Sponsors page.

FEATURED EVENTS

October 19, 2026

Strategies to Increase Social Security Benefits ***SPONSORED BY ASSET LIQUIDATION SPECIALISTS AND COVENANT LIVING AT INVERNESS***

Ash Ahluwalia, CFP

See Event Details

November 5, 2026

Young Professional's Network Social ***SPONSORED BY REGENT PRIVATE WEALTH and RISELING & RHODES***

See Event Details

November 16, 2026

"Say What You Mean" Results of Ambiguities in Documents (MEMBERS ONLY) **SPONSORED BY CARING TRANSITIONS**

Leslie Amann, JD, AEP

See Event Details

December 8, 2026

Breakfast At The Summit ***MEMBERS ONLY ***Webinar*** ***SPONSORED BY AMERICAN BANK AND TRUST***

Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished)

See Event Details

January 19, 2027

Economic Update ***SPONSORED BY FARMERS NATIONAL COMPANY***

Brad Zerger, CIO

See Event Details

January 26, 2027

Young Professional Breakfast ***MEMBERS ONLY***

See Event Details

February 8, 2027

Welcome To The New Gilcrease! ***SPONSORED BY INTERACTIVE LEGAL***

Brian Lee Whisenhunt

See Event Details

March 8, 2027

Expert Panel Discussion ***BRANDON AUCTION***

See Event Details

April 19, 2027

Estate Planning Current Developments ***SPONSORED BY MOORE/FITZGERALD FUNERAL HOMES & CREMATORY***

Steve Akers, JD

See Event Details

May 10, 2027

"Creating A Tax-Efficient Intergenerational Wealth Plan"

Michael Finke, PhD, CFP

See Event Details

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National Association of Estate Planners & Councils

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