Current Developments and Planning Nuggets

	TULSA ESTATE PLANNING FORUM	MEMBER LOGIN
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Date: Tuesday, May 16, 2023

Time: 1:00pm - 4:00pm

Location: Double Tree Downtown 616 W. 7th Street Tulsa 74127

Speaker: Marty Shenkman, CPA, MBA , PFS, AEP (distinguished), JD,

FEATURED EVENTS

November 16, 2026

"Say What You Mean" Results of Ambiguities in Documents (MEMBERS ONLY) **SPONSORED BY CARING TRANSITIONS**

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! ***SPONSORED BY INTERACTIVE LEGAL***

Brian Lee Whisenhunt

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March 8, 2027

Expert Panel Discussion ***BRANDON AUCTION***

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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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