Sponsors - Tulsa Estate Planning Forum

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Sponsors

Gold Level

BancFirst

Integrated Financial

Midfirst Trust Company

Riddle & Wimbish

Trust Company of Oklahoma

Woodrum, Tate & Associates, PLLC

Silver Level

AmeriTrust

Arvest Wealth Managment

Brier Law Firm - Leslie K. Brier, JD

Catalyst Financial Group - Delmer A Dreyer, CLU®, ChFC®, CLTC

Eide Bailly LLP

Financial Diagnostic Group - Michael W. McConnell, ChFC®, CLU®, CASL®

Halley, McDaniel & Cuite, PLLC

Lohrey & Associates, PLLC - Jay Stallsmith, CPA

Regier, Carr & Monroe, L.L.P - Charles L Tefertiller, CPA

Stanfield & O'Dell, PC

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

UPCOMING EVENTS

October 6, 2020

YPN Virtual Happy Hour - Featuring Discussion of Marshall Brewing Company Oktoberfest German-Style Lager

Eric & Adam Marshall - Marshall Brewing Company

See Event Details

October 12, 2020

Optimizing Lifetime Gifts: Advising Clients in Uncertain Times

Jeff Chadwick, JD

See Event Details

November 9, 2020

SLATs - The Most Important Trust for 2020 Planning [MEMBER ONLY]

Martin Shenkman, JD and Jonathan Blattmachr, JD

See Event Details

January 11, 2021

Economic Update

Clay Nickel, CFA

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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