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Tuesday, October 3, 2023

YPN Fall Social (Come & Go)

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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
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/Equitable Advisors
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

October 3, 2023

YPN Fall Social (Come & Go)

See Event Details

October 9, 2023

Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities **SPONSORED by Northern Trust (MEMBER BRING A GUEST) Guest Fees SPONSORED by First Trust

Eido M. Walny, J.D.

See Event Details

November 13, 2023

SECURE 2.0 Update **SPONSORED by Purview Life (MEMBER ONLY)

Chris Hoyt, JD

See Event Details

August 30, 2024

SPONSORS

See Event Details

See Full Calendar

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