NAIFA – Stillwater Affiliate Meeting

Agenda

11:00 a.m. – Continuing Education Course entitled The Rise of Cash Balance Plans: Why they are Here to Stay, #6000196765

Cash Balance plans have seen a meteoric rise in the world of pension plans. Today they comprise of over 50% of all defined benefit plans. What makes them so popular, especially with small business owners? We’ll look at how cash balance plans work, why they’re popular, and how they can help your clients save for retirement and also lessen their tax burden.

You will learn:

  • Leveraging a Cash Balance plan with a clients existing plan
  • Benefits of adding life insurance to a Cash Balance plan
  • Tax advantages of a Cash Balance plan
  • Why Cash Balance plans work for businesses with employees

12:00 noon – Networking Luncheon and Keynote Speaker – Rep. Trish Ranson, House District 34. Rep. Ranson will provide us with a sneak-peek on some of the bills to be heard during the upcoming legislative session.

1:00 p.m. – Adjournment

NAIFA – Stillwater Affiliate November Meeting

Agenda

11:00 am – Continuing Education course “Reshaping Buy-Sell Planning after Connelly: legal and practical considerations”, #6000194972.

The US Supreme Court’s 2024 decision in Connelly v. U.S. upended buy-sell planning for every business owner potentially facing an estate tax. In this presentation, we will examine the tax, legal and practical implications of this decision, and provide analysis of several potential innovative solutions.

12:00 Noon – Networking, Lunch and Keynote Speaker

Our speaker this month is Alane Zanotti, CEO of the Stillwater Chamber of Commerce.

1:00 pm – Adjournment

NAIFA – OKC Affiliate Luncheon Meeting

Join us for our monthly meeting. There’ll be an educational course, guest speaker and lunch will be served.
Agenda

10:30 am – Educational Course entitled “Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan, #6000171043 (approved for 1 hour of General CE credit).

This webinar will review strategies to coordinate estate planning with various types of financial assets, including investments, real estate, retirement accounts, insurance, etc. It will discuss how to align financial assets with estate planning objections, and more!

11:30 am – Lunch and Networking

12:15 pm – Keynote Speaker, Randall W. Kamp (“Randy”)

The following is a snap-shot of his background:

Randy has had a very diversified career. He graduated from OSU with an accounting degree and became a CPA over forty years ago. He practiced public accounting with one of the largest accounting firms in the world and also worked with a local firm in Oklahoma City. After two years as an accountant, he attended law school at OU. He then worked for several law firms before starting his own law practice. Most of his time practicing law was spent doing estate planning, elder law, general corporate work, tax planning and controversy work.

1:00 pm – Adjournment

NAIFA – Stillwater Affiliate Meeting

Join us for our monthly meeting. There’ll be an educational program, guest speaker, networking opportunities and lunch will be served.

It would be nice to have a good turnout for this meeting. Please plan to attend!

Agenda

11:00 a.m. – Continuing Education Course entitled “Navigating the Medicare Maze”, #6000190394. This course is approved for 1-hour of General CE Credit.

The objective of this program is to a deep dive into Medicare and the important role it plays in a client’s retirement plan. You will learn:

  • Thing to remember when turning 65
  • Leaving employer plans? When to stay, when to go
  • An Overview: Medicare 101 and 2025 Changes
  • The difference between Medicare supplements and Medicare Advantage plans

12:00 Noon – Lunch and Keynote Speaker, Nathan Dethloff, Field Representative for Congressman Frank Lucas.

Originally from Lone Grove, Oklahoma, Nathan graduated in May of 2022 from OSU. Most recently, in May of 2024, he earned a Master of Science in Agricultural Economics also from OSU, where he worked as a Graduate Reasearch Assistant.

1:00 p.m. – Adjournment

NAIFA – Northwest CE Day

Join us for our September 25, 2025, CE Day.  There’ll be 6 – hours of Continuing Education and lunch will be provided.

Dive into the future of insurance with AI-Powered Insurance.  Explore how AI revolutionized underwriting, claims and customer service with real-world case studies and 2025 trends.  Tackle ethical challenges like bias and privacy to ensure responsible AI use, and stay ahead with insights into Oklahoma’s 2025 legislative changes.

Credit: 4-hours general, 1-hour ethics, and 1-hour legislative update.

The agenda for the session can be found in the image below.

National Leadership Conference

 

The National Leadership Conference is NAIFA’s annual business meeting, 

volunteer leadership training conference & membership awards event to 

recognize the best of the best within NAIFA Nation.

                                                                                  MORE DETAILS TO FOLLOW