Past Events

May 21, 2024 Top Tax and Estate Planning Techniques Today **SPONSORED by Northern Trust
Paul Lee
April 25, 2024 April Social**SPONSORED by Marsh McLennan
April 8, 2024 Indian Law Update **SPONSORED by Moore Funeral Homes and Crematory - Dr. Joe Moore
Jennifer E. Krieg - St. John, Griffin & Kreig, PLLC
March 11, 2024 Special Needs Trust Update **SPONSORED by First Call - Jennifer Tyrl
Curtis Shacklett and Stephanie Mitchell, Barber & Bartz
February 12, 2024 Framing A Legacy: Succession Planning with Art & Collectibles **SPONSORED by American Cancer Society
Heritage Auction
January 8, 2024 Economic Update **SPONSORED by Northwestern Mutual
Marshall Bartlett Chief Economist ARGENT
December 12, 2023 CE Breakfast Webinar **SPONSORED by TEPF Past Presidents
Alan S. Gassman, JD, LL.M (Taxation), AEP (Distinguished)
November 13, 2023 SECURE 2.0 Update **SPONSORED by Purview Life (MEMBER ONLY)
Chris Hoyt, JD
October 9, 2023 Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities **SPONSORED by Northern Trust (MEMBER BRING A GUEST) Guest Fees SPONSORED by First Trust
Eido M. Walny, J.D.
October 3, 2023 YPN Fall Social (Come & Go)
September 11, 2023 Tulsa Successes and Future Wins **SPONSORED by Mr. Ed's Auction
Mike Neal, President and CEO, Tulsa Regional Chamber of Commerce
June 30, 2023 2022-23 SPONSORS
May 16, 2023 Current Developments and Planning Nuggets
Marty Shenkman, CPA, MBA , PFS, AEP (distinguished), JD,
April 25, 2023 Member Social & Networking
Sponsors: CRI & Ameritrust
April 10, 2023 Estate Planning Concerns for LGBTQ+ Clients**SPONSORED by Moore Fitzgerald Funeral Home - Dr. Joe Moore
Riley & Laurel Kern
March 13, 2023 Corporate Transparency Act**SPONSORED by First Call - Jennifer Tyrl
David Boekeloo JD, MST, CFP®, CLU®, CHFC®, AEP®, Arvest Bank
February 13, 2023 Giving Today, Planning for Tomorrow**SPONSORED by Legacy Letter Challenge - Blake Brewer
Katrina Pipasts, Northern Trust
January 9, 2023 Economic Update**SPONSORED by Northwestern Mutual**
Tony Malloy, New York Life
December 8, 2022 YPN Winter Social (Come & Go)
October 10, 2022 Planning for Clients who Might have a Taxable Estate **SPONSORED by Northern Trust (MEMBER BRING A GUEST)
Jeff Chadwick
September 12, 2022 Transforming Gilcrease AND Tulsa **SPONSORED by Mr. Ed's Auction
Susan Neal
May 31, 2022 2021-22 SPONSORS
May 17, 2022 Bob's Best Planning Ideas
Robert S. Keebler, CPA, MST, AEP (Distinguished)
April 11, 2022 What You Always Wanted to Know About Charitable Lead Trusts, But Were Afraid to Ask
R. Matthew Pate, JD, LL.M.
March 14, 2022 That Insurance Policy May Be Worth More Than You Think
Don Jansen
February 14, 2022 Planning in Light of Litigation
Steve Balman
January 10, 2022 Economic Update
Scott Colbert, CFA - Commerce Bank
November 8, 2021 MEMBER ONLY - Planning for Millennials
Christine Wakeman
October 11, 2021 BRING A GUEST Protecting Digital Assets
Betsy Ehrenberg
September 13, 2021 Planning for Inherited IRAs
Christopher Hoyt, Professor of Law
September 2, 2021 Indigo Hotel - Fiscal Year Kick Off
May 31, 2021 2020-21 SPONSORS
May 17, 2021 Tax Planning Strategies for 2021 and Beyond
Sam Donaldson, JD, LLM
April 12, 2021 Gathering Place: Phase Two Update and Look Ahead
Tony Moore, Executive Director
March 8, 2021 It's the End of the World As We Know It...and you will be fine: Stigler Act Amendments and McGirt
Jennifer Krieg, JD, LLM
February 8, 2021 The Biden Tax Plan
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA
January 11, 2021 Economic Update
Clay Nickel, CPM
November 9, 2020 SLATs - The Most Important Trust for 2020 Planning [MEMBER ONLY]
Martin Shenkman, JD and Jonathan Blattmachr, JD
October 12, 2020 Optimizing Lifetime Gifts: Advising Clients in Uncertain Times
Jeff Chadwick, JD
October 6, 2020 YPN Virtual Happy Hour - Featuring Discussion of Marshall Brewing Company Oktoberfest German-Style Lager
Eric & Adam Marshall - Marshall Brewing Company
September 14, 2020 Year-End Planning in 2020: Including Planning in the Event of a Biden Administration
Bob Keebler, CPA, PFS, MST, AEP Distinguished
May 18, 2020 CANCELLED - Tax Planning Strategies for 2020 and Beyond
Sam Donaldson, J.D., LL.M. (Taxation)
April 13, 2020 CANCELLED - Gathering Place: One Year Later & Phase II Update
Tony Moore, Executive Director of the Gathering Place
March 19, 2020 CANCELLED - Young Professionals Network - Happy Hour
March 9, 2020 Qualified Opportunity Zones: Guide to the Final Regulations
Ashlee Crouch, JD
February 10, 2020 Estate Planning With Retirement Assets
Riley Kern, JD
January 13, 2020 Economic Update
Jim Huntzinger, Bank of Oklahoma
November 18, 2019 Estate Planning and Trust Management for a Brave new World: It's All in the Family...What's a Family?
Hugh Magill, JD, AEP (Distinguished)
October 14, 2019 Overview and Planning Opportunities RISA/SECURE ACT
R. Matthew Pate, JD, LL.M.
September 19, 2019 Young Professionals Network - Networking Breakfast & Coffee
September 9, 2019 New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
Abigail Earthman, JD, LL.M.
May 13, 2019 Evolving Trends and Changing Laws – A Practical Presentation
John J. (Jeff) Scroggin, JD, L.L.M, AEP (Distinguished)
April 25, 2019 TEPF Membership Mixer
Sponsored by Warburton Capital Management (Mark McCullough, TEPF Member)
April 8, 2019 How Indian Title Issues Affect Estate Planning
Jennifer Kreig
March 11, 2019 Elder Abuse
Elanie Dodd
February 11, 2019 What Every Professional Advisor Needs to Know About Life Insurance and No One Ever Told Them**SPONSORED by JOHN STAGG, New York Life
Gary Flotron
January 14, 2019 Economic Update**SPONSORED by ALLEN BARROW & BILL GRIMM, Barrow & Grimm, P.C.
Scott Colbert, Chief Economist and Director of Fixed Income - Commerce Trust Company
November 15, 2018 Young Professionals Network
November 13, 2018 Retirement Accounts in First and Second Marriages: The Fun Begins - Chris Hoyt**SPONSORED by JULIE BUSCHMAN & LESLIE TIPPING, Northern Trust
October 8, 2018 50 Estate Planning Gems
John F. Bergner
September 10, 2018 Watching For Undue Influence: The Red-Flag Approach
James C. Milton
May 8, 2018 Tax Reform & Best Ideas of 2018 - Bob Keebler, CPA, PFS, MST, AEP Distinguished
Bob Keebler, CPA, PFS, MST, AEP Distinguished
April 24, 2018 Social & Networking @ The Vault in the Tom Tom Room
Henry Will, First President of TEPF
April 9, 2018 1031 Exchanges - Rick Riddle, JD**SPONSORED by WES TURIANO & BLAKE SINGLETON, Farmers National Company
Rick Riddle, JD
March 12, 2018 Estate & Trust Mediation - Gale Allison, JD**SPONSORED by First Oklahoma Bank
Gale Allison, JD
February 12, 2018 Oops! The 50 Most Common Life Insurance Planning Mistakes - Don Jansen, JD, LL.M **SPONSORED by JOHN STAGG, New York Life
Don Jansen, JD, LL.M
January 8, 2018 Economic Update - Brad Rollins, CFA®**SPONSORED by ALLEN BARROW & BILL GRIMM, Barrow & Grimm, P.C.
November 13, 2017 Planning for Privacy in a Public World - Jeff Chadwick, JD**SPONSORED by Mariner Wealth Advisors & Mariner Trust Company
Jeff Chadwick, JD
October 9, 2017 Taming the Planning B.E.A.S.T - Jim Duggan, MBA, JD **SPONSORED by JULIE BUSCHMAN & LESLIE TIPPING, Northern Trust
Jim Duggan, MBA, JD
September 11, 2017 The Gathering Place (GKFF) & Tulsa Community Foundation - Jeff Stava & Mike Dodson
Jeff Stava & Mike Dodson
May 10, 2017 2017 Federal Tax Update - Recent Developments in Federal Income, Estate and Gift Taxes Affecting Individuals and Small Businesses
Samuel A. Donaldson, JD, LLM
April 10, 2017 A Case Study: Estate, Business & Zero Estate Tax using Philanthropic Planning Techniques
Michael Noland, AEP
March 13, 2017 Special Needs Trust Planning
Curtis Shacklett, JD
February 13, 2017 Understanding the Impact of the DOL Fiduciary Rule and its possible implication to ALL Advisors
Jamie Hopkins, JD, MBA, LLM
January 9, 2017 Economic Update
John Kim
November 14, 2016 What You Can Learn from the Uniform Trust Decanting Act Even if Your State Doesn't Have Decanting
Susan T. Bart, JD
October 10, 2016 Estate Planning and Digital Assets
September 12, 2016 Physician Orders for Life-Sustaining Treatment (POLST); what Advisors need to know
Jennifer Clark, MD
May 17, 2016 Estate, Business and Financial Planning; including Advanced application of Life Insurance
Jonathan Blattmachr
April 12, 2016 Fraud in Trust and Estate Administration
Brett Johnson, CPA/CFF, CFE, CFI
March 8, 2016 Planning for Minimum Distributions from Qualified Plans & IRAs
Steve Brand
February 9, 2016 Oklahoma Family Wealth Preservation Trust Act (OFWPTA)
Monty Curry
January 12, 2016 Economic and Market Outlook
Clay Nickel
November 10, 2015 Curing Estate Plans that No Longer Make Sense in Light of ATRA
John F. Bergner
October 13, 2015 The Art of Valuation
Mark Prendergast
September 8, 2015 The Emotionally Intelligent Estate Planner
Dr. Alan Campbell
May 28, 2015 Estate Planning Current Developments and Hot Topics
Stephen R. Akers
April 21, 2015 Oil & Gas - Working interest vs. Mineral interest
Clark Southmayd
March 10, 2015 Securing Social Security
Ryan Mason
February 10, 2015 Cognitive Errors and Group Decisionmaking
Nancy Rapoport
January 13, 2015 What’s in Store for the Markets in 2015 – Will the Bull Continue?
Bob McCormick
November 20, 2014 Beneficiary Flexible Trusts
Jeff Chadwick
October 14, 2014 Qualified Plan Beneficiaries
David McKinney
September 9, 2014 George Kaiser Family Foundation in the Year Ahead
Kenneth J. Levit
May 13, 2014 Bob's 25 Best Ideas
Robert S. Keebler, CPA, MST, AEP
April 8, 2014 Estate Planning with Whole Life
H. Vince Synan, MassMutual Financial Group
March 11, 2014 Valuation of The Family LLC and Family Limited Partnership.
Jeremy Jennings, CPA, ABV
February 11, 2014 Defense of Marriage Act
Jim Barry, JD, L.L.M, CLU, ChFC
January 14, 2014 Economic Outlook
Jim Huntzinger, BOK Chief Investment Officer
November 12, 2013 Important Consideration In Business Succession Planning
W. Deryl Medlin, JD
October 8, 2013 Healthcare Reform: What can we Expect?
Steve Idoux
September 10, 2013 'Medical Care in Oklahoma: Where we are Today and What to Expect Tomorrow'
Jeffrey S. Alderman, MD
May 14, 2013 Planning Opportunities in Light of the 2012 ATRA: What Do We Do Now?
Stephen Bigge
April 9, 2013 Trust Advisors & Protectors
Curtis Shacklett
March 12, 2013 An update from the Heckerling Institute
R. Matthew Pate, JD, LL.M
February 12, 2013 Tax Law Update
Josh Hazelwood, JD, LLM
January 8, 2013 New Economic Environment
Dr. Roger Bey
January 1, 2013 Topic: Life Insurance
H. Vince Synan, Mass Mutual Financial Group
October 9, 2012 Medicaid Trusts
Travis Smith
September 11, 2012 Oil & Gas Transfers
Faith Orlowski
May 15, 2012 Adding Protective Measures to Commonly Utilized Estate and Business Planning Vehicles
Elizabeth Lynn (Schurig) Morgan
April 10, 2012 1031 Exchange Strategies
Richard Riddle, JD
March 13, 2012 Current Estate Matters
Thom Irwin
February 14, 2012 Insurance Commission Hot Topics
John Doak
January 10, 2012 Economic Outlook
Mitch Frankfurt (MidFirst)
November 8, 2011 Charitable Giving
David Battles
October 11, 2011 End of Life - A Doctor's Perspective
Jennifer K. Clark, MD, FAAP
September 13, 2011 Practical Estate Planning Ideas for 2011-12
Henry Will
May 18, 2011 Analysis and Application of What Congress Has Done
Michael Graham
April 26, 2011 Protecting the Elderly
Shirley Cox
March 22, 2011 Beneficiary Defective Trusts
Amanda Wright
February 22, 2011 Auction - Changing the way Real Estate is Bought and Sold
D C Roberts, Williams and Williams
January 25, 2011 Economic Update
Brad Zerger
November 23, 2010 The Drama of the Courts
Judge David Winslow
October 26, 2010 State of the Banking Industry
Sean Kouplen
September 28, 2010 Oklahoma Discretionary and Special Needs Trust Act
Curtis Shacklett
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