Next Meeting:
Monday, February 13, 2023
Giving Today, Planning for Tomorrow**SPONSORED by Legacy Letter Challenge - Blake Brewer
Site Links:
See Upcoming Event Calendar
February 13, 2023
Katrina Pipasts, Northern Trust
See Event Details
March 13, 2023
Corporate Transparency Act**SPONSORED by First Call - Jennifer Tyrl
David Boekeloo, Arvest Bank
April 10, 2023
Estate Planning Concerns for LGBTQ+ Clients**SPONSORED by Moore Fitzgerald Funeral Home - Dr. Joe Moore
Riley & Laurel Kern
May 16, 2023
Current Developments and Planning Nuggets
Marty Shenkman, CPA, MBA , PFS, AEP (distinguished), JD,
See Full Calendar
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