TULSA ESTATE PLANNING FORUM

October 19, 2026

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

Ash Ahluwalia, CFP

See Event Details

November 5, 2026

Young Professional's Network Social ***SPONSORED BY REGENT PRIVATE WEALTH and RISELING & RHODES***

See Event Details

November 16, 2026

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

Leslie Amann, JD, AEP

See Event Details

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)

See Event Details

January 19, 2027

Economic Update ***SPONSORED BY FARMERS NATIONAL COMPANY***

Brad Zerger, CIO

See Event Details

January 26, 2027

Young Professional Breakfast ***MEMBERS ONLY***

See Event Details

February 8, 2027

Welcome To The New Gilcrease! ***SPONSORED BY INTERACTIVE LEGAL***

Brian Lee Whisenhunt

See Event Details

March 8, 2027

Expert Panel Discussion ***BRANDON AUCTION***

See Event Details

April 19, 2027

Estate Planning Current Developments ***SPONSORED BY MOORE/FITZGERALD FUNERAL HOMES & CREMATORY***

Steve Akers, JD

See Event Details

May 10, 2027

"Creating A Tax-Efficient Intergenerational Wealth Plan"

Michael Finke, PhD, CFP

See Event Details