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Monday, November 18, 2019

Estate Planning and Trust Management for a Brave new World: It's All in the Family...What's a Family?

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Tulsa Estate Planning Forum

TULSA ESTATE PLANNING FORUM
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Sponsors

Gold Level

BancFirst
Integrated Financial
Midfirst Trust Company
Riddle & Wimbish
The Trust Company of Oklahoma
Woodrum, Tate & Associates, PLLC

Silver Level

Arvest Wealth Managment
Catalyst Financial Group - Delmer A Dreyer, CLU®, ChFC®, CLTC
Eide Bailly LLP
Gassaway Law Firm, PLLC
Lauhon, Halley & Cuite, PLLC
Lohrey & Associates, PLLC - Danna S Wall, CPA
Michael R Noland CLU, ChFC, AEP
Michael W. McConnell, ChFC®, CLU®, CASL®
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

November 18, 2019

Estate Planning and Trust Management for a Brave new World: It's All in the Family...What's a Family?

Hugh Magill, JD, AEP (Distinguished)

See Event Details

January 13, 2020

Economic Update

Jim Huntzinger, Bank of Oklahoma

See Event Details

February 10, 2020

Tax Strategies for Business Owners

Ashlee Crouch, JD

See Event Details

March 9, 2020

Estate Planning With Retirement Assets

Riley Kern, JD

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils
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