TULSA ESTATE PLANNING FORUM

September 14, 2026

Top 10 Inheritance Myths: What really happens to heirs, wealth, and giving in the "Great Wealth Transfer" ***Webinar*** SPONSORED BY MARSH

Russell James, JD, Ph.D

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October 19, 2026

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

Ash Ahluwalia, CFP

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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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