10:30 AM – Webinar entitled “Tax & Estate Planning Under A New Presidential Administration”, #6000182822. This course is approved for 1-hour of Producer General credit and will address the following:

• How professional advisers and planned giving professionals should approach clients in light of the changing economic considerations: possible dramatic changes to the tax system, uncertain interest rates and aging population
• What might become of traditional estate planning techniques
• What non-tax considerations and planning ideas may become more relevant to address

11:30 AM – Luncheon, Networking and Guest Speakers – Liana Bortoto, Community Outreach Coordinator for the Oklahoma Insurance Department AND Rick Wagnon, Chief of the Anti-Fraud Unit of the Oklahoma Insurance Department. Their presentation “OID Serving You – Resources You Should Know to Better Serve Your Clients” has been filed for a 1-hour Producer General CE credit.

1:00 PM – Adjournment