| November 10, 2025 |
Valuation Hot Topics
Mark Lingerfield, Partner & Mgt. Dir |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - What Every Estate Planner Needs to Know About Spotting Red Flags of Elder Financial Exploitation; and What To Do When Recognizing Those Signs
Paul R. Greenwood, JD, LL.B. |
| December 2, 2025 |
Breakfast at The Summit
NAEPC Webinar TBD |
| December 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by John A. Warnick, JD, AEP® (Distinguished)
John A. Warnick, JD, AEP® (Distinguished) |
| January 12, 2026 |
Economic Update
Steve Wyett, Chief Investment Strategist |
| February 9, 2026 |
Oklahoma Uniform Trust Code & Other Legislative Developments
James C Milton, Esq |
| March 9, 2026 |
Top 10 Charitable Financial Planning Strategies: Helping your clients & your business with charitable planning****LIVE WEBINAR WITH Q & A***
Russell James, J.D., Ph.D. |
| April 20, 2026 |
Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony*****SPONSORED BY MOORE/FITZGERALD FUNERAL HOMES*****
Susan Rounds, JD, CPA, LL.M., AEP (Distinguished) |
| April 23, 2026 |
April Social
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| May 4, 2026 |
Marty's Best Estate, Business & Tax Planning Ideas
Marty Shenkman, CPA, JD, AEP ***Distinguished*** |
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