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Date: Monday, May 31, 2021

Time: 12:00am - 12:30am

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For payments by check, please make it payable to the Tulsa Estate Planning Forum at the following address:

8703-R N. Owasso Expressway, #128

Owasso, OK 74055

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UPCOMING EVENTS

December 2, 2025

Breakfast at The Summit ***SPONSORED BY AMERICAN BANK & TRUST***

Jamie P Hopkins, JD, MBA, LL.M, CLU®, ChFC®, CFP®, RICP®

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January 12, 2026

Economic Update

Steve Wyett, Chief Investment Strategist

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February 9, 2026

Oklahoma Uniform Trust Code & Other Legislative Developments ***SPONSORED BY AMERICAN CANCER SOCIETY***

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 FIRST CALL****

Russell James, J.D., Ph.D.

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National Association of Estate Planners & Councils

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