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Tulsa Estate Planning Forum

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Advising for the Sunset **SPONSORED by Northern Trust

Date: Monday, March 10, 2025
Time: 11:30am - 1:00pm
Location: DoubleTree Downtown 616 W. 7th Street Tulsa 74127
Speaker: Riley Kerns, JD

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Advising for the Sunset:  How to talk about and plan for 2026 if Congress doesn't act                                

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FEATURED EVENTS

September 14, 2026

Top 10 Inheritance Myths: What really happens to heirs, wealth, and giving in the "Great Wealth Transfer" ***Webinar*** SPONSORED BY MARSH

Russell James, JD, Ph.D

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October 19, 2026

Strategies to Increase Social Security Benefits ***ASSET LIQUIDATION SPECIALISTS AND COVENANT LIVING AT INVERNESS***

Ash Ahluwalia, CFP

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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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