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Monday, October 10, 2022

Planning for Clients who Might have a Taxable Estate **SPONSORED by Northern Trust (MEMBER BRING A GUEST)

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Tulsa Estate Planning Forum

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
Edison Wealth Strategies - 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

October 10, 2022

Planning for Clients who Might have a Taxable Estate **SPONSORED by Northern Trust (MEMBER BRING A GUEST)

Jeff Chadwick

See Event Details

November 14, 2022

Estate Planning Current Developments **SPONSORED by Purview Life (MEMBER ONLY)

Steve Akers

See Event Details

May 31, 2023

SPONSORS

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils
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