TULSA ESTATE PLANNING FORUM

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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