November 19, 2024 |
YPN Fall Social (Come & Go)
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November 4, 2024 |
Shakespeare, Succession & Estate Planning **SPONSORED by 2B Organized Tulsa (MEMBER ONLY)
Leslie Kiefer Amann, JD, AEP |
October 14, 2024 |
Life Settlements & Valuations **SPONSORED by Purview Life (MEMBER BRING A GUEST) Guest Fees SPONSORED by Covenant Living at Inverness
Jamie Mendelsohn |
September 9, 2024 |
Transition By Design: Successful Succession **SPONSORED by Duckwall & Company, Inc - Michelle Johnson
Susan Rounds, JD, CPA, LL.M., AEP® |
August 18, 2024 |
SPONSORS
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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
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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)
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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
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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)
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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
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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
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May 31, 2021 |
2020-21 SPONSORS
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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
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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.
TBA |
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
Sheppard |
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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