2022-23 SPONSORS
Date: Friday, June 30, 2023
Time: 6:00am - 6:00pm
FEATURED EVENTS
September 14, 2026
Top 10 Inheritance Myths: What really happens to heirs, wealth, and giving in the "Great Wealth Transfer" ***SPONSORED BY MARSH***
Russell James, JD, Ph.D
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October 1, 2026
October Social ***SPONSORED BY AMERICAN CANCER SOCIETY AND PURVIEW LIFE***
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October 19, 2026
Strategies to Increase Social Security Benefits ***SPONSORED BY ASSET LIQUIDATION SPECIALISTS AND COVENANT LIVING AT INVERNESS***
Ash Ahluwalia, CFP
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November 5, 2026
Young Professional's Network Social
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November 16, 2026
"Say What You Mean" Results of Ambiguities in Documents (MEMBERS ONLY)
Leslie Amann, JD, AEP
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December 8, 2026
Breakfast At The Summit ***MEMBERS ONLY ***Webinar*** ***SPONSORED BY AMERICAN BANK AND TRUST***
Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished)
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January 19, 2027
Economic Update ***SPONSORED BY FARMERS NATIONAL COMPANY***
Brad Zerger, CIO
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January 26, 2027
Young Professional Breakfast ***MEMBERS ONLY***
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February 8, 2027
Welcome To The New Gilcrease!
Brian Lee Whisenhunt
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March 8, 2027
Expert Panel Discussion ***SPONSORED BY INTERACTIVE LEGAL***
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April 19, 2027
Estate Planning Current Developments ***SPONSORED BY MOORE/FITZGERALD FUNERAL HOMES & CREMATORY***
Steve Akers, JD
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May 10, 2027
"Creating A Tax-Efficient Intergenerational Wealth Plan"
Michael Finke, PhD, CFP
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