TULSA ESTATE PLANNING FORUM

January 12, 2026

Economic Update

Steve Wyett, Chief Investment Strategist

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February 9, 2026

Oklahoma Uniform Trust Code & Other Legislative Developments ***SPONSORED BY AMERICAN CANCER SOCIETY***

James C Milton, Esq

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March 9, 2026

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

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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