11:00 a.m – Continuing Education course entitled Buy-Sell Planning after Connelly, #6000177095. The U.S. Supreme Court’s recent decision in Connelly v. United States has upended buy-sell planning for many business owners. Now more than ever, effective buy-sell planning requires well-written legal documents, deep knowledge of income and estate tax implications, and practical experience with a wide range of planning concerns. This one-hour program will discuss how buy-sell planning has changed, who is most affected and how to help your clients in obtaining an effective buy-sell agreements for their business and personal needs.

12:00 p.m. – Lunch, Networking and Guest speaker, Peyton Burns, Northwest Field Representative for Senator James Lankford. Peyton was rescheduled from last month.

1:00 p.m. – Adjournment