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Monday, February 13, 2023

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

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Tulsa Estate Planning Forum

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Sponsors

Gold Level

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

Silver Level

AmeriTrust
Arvest Wealth Managment
Barrow & Grimm
Edison Wealth Strategies - Isaiah C. Edison, CFP®, ChFC®, CLU®
Eide Bailly LLP
Financial Diagnostic Group - Michael W. McConnell, ChFC®, CLU®, CASL®
Gwarney Financial - Lars Gwarney, CFP®, CLU®, ChFC®, RICP®, CAS®C, CAP®, AEP®
Halley, McDaniel & Cuite, PLLC
Littleton Legal, PLLC
Lohrey & Associates, PLLC - Jay Stallsmith, CPA
Lonergan Advisors, LLC/Equitable Advisors
Northwestern Mutual - Brian Easlon, CLU, ChFC, RICP, LACP
Regier, Carr & Monroe, L.L.P - Charles L Tefertiller, Ken Thompson & Jim Ogez
Stanfield & O'Dell, PC

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

UPCOMING EVENTS

February 13, 2023

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

Katrina Pipasts, Northern Trust

See Event Details

March 13, 2023

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

David Boekeloo, Arvest Bank

See Event Details

April 10, 2023

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

Riley & Laurel Kern

See Event Details

May 16, 2023

Current Developments and Planning Nuggets

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

See Event Details

See Full Calendar

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