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Monday, September 8, 2025

Guardianship 101: Everything You May Need to, May Want to, or Hope Not to Know but are Afraid to Ask?

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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

Argent Trust Oklahoma
Arvest Wealth Managment
Barrow & Grimm
Carr Riggs & Ingram
Catalyst Financial Group - Delmer A Dreyer, CLU®, ChFC®, CLTC, AEP
Edison Wealth Strategies - Isaiah C. Edison, CFP®, ChFC®, CLU®
Eide Bailly LLP
Financial Diagnostic Group - Michael W. McConnell, ChFC®, CLU®, CASL®
Gwartney Financial - Lars Gwartney, CFP®, CLU®, ChFC®, RICP®, CAS®C, CAP®, AEP®
Halley, McDaniel & Cuite, PLLC
Littleton Legal, PLLC
Lohrey & Associates, PLLC - Jay Stallsmith, CPA
Lonergan Advisors, LLC
Northwestern Mutual - Brian Easlon, CLU, ChFC, RICP, LACP
Regier, Carr & Monroe, L.L.P - Charles L Tefertiller, Ken Thompson & Jim Ogez

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

UPCOMING EVENTS

September 8, 2025

Guardianship 101: Everything You May Need to, May Want to, or Hope Not to Know but are Afraid to Ask?

Catherine Welsh, JD

See Event Details

October 20, 2025

Dancing with the Gorilla: "Practical solutions for substance abuse and mental illness".

Julie Rivers, Esq

See Event Details

November 10, 2025

Valuation Hot Topics

Mark Lingerfield, Partner & Mgt. Dir

See Event Details

December 2, 2025

Breakfast at The Summit

NAEPC Webinar TBD

See Event Details

See Full Calendar

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