Next Meeting:
Monday, February 9, 2026
Oklahoma Uniform Trust Code & Other Legislative Developments ***SPONSORED BY FIRST CALL***
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February 9, 2026
James C Milton, Esq
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March 9, 2026
Top 10 Charitable Financial Planning Strategies: Helping your clients & your business with charitable planning****LIVE WEBINAR WITH Q & A*** ***SPONSORED BY BRANDON AUCTION***
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 ****SPONSORED BY MARSH MCLENNAN****
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