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Tulsa Estate Planning Forum

TULSA ESTATE PLANNING FORUM

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Ron M. Shirey, Jr., CLU®, ChFC®, CFP®

Financial Planning
Integrated Financial
15 West Sixth St., 25th Floor, Suite 2500
Tulsa, OK 74119
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Phone: (918) 478-2424
Send a Message to Ron Shirey
Website: http://integratedfinancial.net
License Numbers: CFP 569940 NPN: 16661211 LIC 100132156

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FEATURED EVENTS

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 1, 2026

October Social ***SPONSORED BY AMERICAN CANCER SOCIETY AND PURVIEW LIFE***

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October 19, 2026

Strategies to Increase Social Security Benefits ***SPONSORED BY 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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