April Social ****SPONSORED BY MARSH **** - Tulsa Estate Planning Forum

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April Social SPONSORED BY MARSH

Date: Thursday, April 23, 2026

Time: 5:00pm - 7:00pm

Location: The Vault Restaurant Tom Tom Room 620 S Cincinnati Ave, Tulsa

SPONSORED BY:

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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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