TULSA ESTATE PLANNING FORUM

March 9, 2026

Top 10 Charitable Financial Planning Strategies: Helping your clients & your business with charitable planning****LIVE WEBINAR WITH Q & A*** ***SPONSORED BY BRANDON AUCTION***

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

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April 20, 2026

Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony*****SPONSORED BY MOORE/FITZGERALD FUNERAL HOMES*****

Susan Rounds, JD, CPA, LL.M., AEP (Distinguished)

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April 23, 2026

April Social ****SPONSORED BY MARSH MCLENNAN****

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May 4, 2026

Marty's Best Estate, Business & Tax Planning Ideas

Marty Shenkman, CPA, JD, AEP ***Distinguished***

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