NAIFA – Oklahoma, Inc.
NAIFA – Oklahoma City Affiliate Meeting
March 7 @ 10:30 am - 1:00 pm CST
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You are invited to attend our March 7, 2025 meeting. There’ll be an educational class, networking, a panel discussion on Donor Advisor Funds and lunch will be served. |
| Agenda
10:30 AM – Webinar – Buy-Sell Planning After Connelly, # 6000177095 (1hr. General Credit) The U.S. Supreme Court’s decision in Connelly v. United States has upended buy-sell planning for many business owners. This program will discuss what went wrong, how the result might have been avoided, and innovative strategies to consider for cross purchase designs, plus Much More! 11:30 AM – Networking & Lunch 12:15 PM – Panel Discussion Topic – “The Donor-Advised Fund: The Swiss Army Knife Giving” This panel discussion will include basic information about the use and impact of donor-advised funds in strategic giving and estate planning. A donor-advised fund is a dexterous tool that can solve a myriad of issues:
OCCF Panelists: Moderator: Julie Dais, CAP, Director of Gift Planning Megan Davis, JD, Director of Gift Planning Joshua Dunbar, Donor Services Manager Sidney Settles, Donor Services Manager 1:00 PM – Adjournment |