Event Calendar
| January 12, 2026 |
Economic Update ****SPONSORED BY AMERICAN CANCER SOCIETY****
Steve Wyett, Chief Investment Strategist |
| January 21, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Letters of Wishes: Helpful Guidance from the Grave
Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished) |
| February 9, 2026 |
Oklahoma Uniform Trust Code & Other Legislative Developments ***SPONSORED BY FIRST CALL***
James C Milton, Esq |
| March 9, 2026 |
Top 10 Charitable Financial Planning Strategies: Helping your clients & your business with charitable planning****LIVE WEBINAR WITH Q & A***
Russell James, J.D., Ph.D. |
| 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) |
| April 23, 2026 | April Social ****SPONSORED BY MARSH MCLENNAN**** |
| May 4, 2026 |
Marty's Best Estate, Business & Tax Planning Ideas
Marty Shenkman, CPA, JD, AEP ***Distinguished*** |
| View Past Events |
