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Monday, November 8, 2021

MEMBER ONLY - Planning for Millennials

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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
Brier Law Firm - Leslie K. Brier, JD
Catalyst Financial Group - Delmer A Dreyer, CLU®, ChFC®, CLTC
Eagle Strategies LLC - Isaiah C. Edison, CFP®, ChFC®, CLU®
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, Ken Thompson & Jim Ogez
Stanfield & O'Dell, PC

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

UPCOMING EVENTS

November 8, 2021

MEMBER ONLY - Planning for Millennials

Christine Wakeman

See Event Details

January 10, 2022

Economic Update

Scott Colbert, Commerce Bank

See Event Details

February 14, 2022

Planning in Light of Litigation

Steve Balman

See Event Details

March 14, 2022

That Insurance Policy May Be Worth More Than You Think

Don Jansen

See Event Details

See Full Calendar

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