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NAIFA – Oklahoma City Meeting

April 3 @ 10:30 am - 1:00 pm CDT

Join us on Friday, April 3, 2026 for a program on Charitable Gift Annuities followed by a conversation with Insurance Commissioner Glen Mulready and Outreach Coordinator, Liana Bortono.
Agenda

10:30 am – Continuing Education Course entitled – “Charitable Gift Annuities – Creative Solutions for Different Donor Needs, # 6000192350” – Approved for 1-hour General CE Credit.

Learning Objectives:

  • How a charitable gift annuity is created & what different versions exist
  • How flexibility in payment timing can be attractive & why
  • How a donor can use a QCD to create a charitable gift annuity

11:30 am – Lunch & Networking

12:00 pm – Keynote speakers – Insurance Commissioner Glen Mulready together with Outreach Coordinator, Liana Bortono.

Topic: Consumer Protection Omnibus Bill & Homeowner Insurance premiums

1:00 pm – Adjournment

Details

Organizer

Venue

  • Adaptation Financial
  • 700 Cedar Lake Blvd
    Oklahoma City, OK 73114     + Google Map