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DTSTART:20241203T133000Z
DTEND:20241203T151500Z
LOCATION:Summit Club (15 W. 6th Street, Tulsa OK 74119) on 30th Floor
UID:2651020241203T133000ZMember Only CE Breakfast Webinar **SPONSORED by TEPF Past Presidents
DTSTAMP:20260416T190635Z
DESCRIPTION:\nIncludes Continental breakfast\n \n \n \nThank you to our Past Presidents who are sponsoring this event!!\n \n \n \nMaximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan - Mary E. Vandenack, JD, ACTEC, CAP®, COLPM®, AEP® (Distinguished)\n \n \n \nMary E. Vandenack, JD, ACTEC, CAP®, COLPM®, AEP® (Distinguished) is a partner at Duggan Bertsch managing the Omaha, Nebraska office. Mary is a highly regarded practitioner in the areas of tax, trusts and estates, private wealth planning, asset protection planning, business and business succession planning, and philanthropic strategies. Mary also has expertise in mental health law and professional licensing. \n \nMary’s practice serves businesses and business owners, executives, real estate developers and investors, health care providers, companies in the financial industry, and tax-exempt organizations. Mary is a member of the American Bar Association Real Property Trust and Estate Section where she serves on Council.  Mary is a member of the American Bar Association Law Practice Division where she currently serves as Chair.  Mary has been named to ABA LTRC Distinguished Women of Legal Tech, received the James Keane Award for e-lawyering, and serves on ABA Standing Committee on Information and Technology Systems.\n \n \n \nMary is a frequent writer and speaker on tax, benefits, asset protection planning, and estate planning topics as well as on practice management topics including improving the delivery of legal services, technology in the practice of law and process automation. Mary hosts a podcast: Legal Visionaries.\n \n \n \nThank you to our sponsoring Past Presidents!!\n \n \n  \nHenry Will\n   \nESQ\n   \n1975 - '76\n   \nJeff Rhodes\n   \nJD\n   \n1997 - '98\n   \nMichael Hairston\n   \nCTFA\n   \n2000 - '01\n   \nTom Affeldt\n   \nJD\n   \n2001 - '02\n   \nMonty Curry\n   \nCTFA, CPA\n   \n2006 - '07\n   \nMichael Noland\n   \nCLU, ChFC, AEP\n   \n2009 - '10 & 2017 - '18\n   \nCharles Tefertiller\n   \nCPA\n   \n2011 - '12 & 2021 - '22\n   \nJames Maddux\n   \nCFP, CTFA, AEP\n   \n2012 - '13\n   \nJim Vanderveen\n   \nJD, CPCU, CLU,\n   \n2013 - '14\n   \nShawna Robinson\n   \nCPA, AEP\n   \n2018 - '19\n   \nMichael Hopper\n   \nCFP, CTFA\n   \n2020 - '21\n   \nJeremy Jennings\n   \nCPA, ABV\n   \n2022 - '23\n   \nLinda Van Arkel Greubel\n   \nJD, CPA, AEP\n   \n2023-2024\n  \n \n \n \n \n \n
SUMMARY:Member Only CE Breakfast Webinar **SPONSORED by TEPF Past Presidents - Tulsa Estate Planning Forum 
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