Our CE program begins at 11:00 a.m. with a new program entitled “Financial Advisors & Planning for Aging Clients”, # 6000167153. This course is approved for 1 hour of General credit.

Learning objectives: The financial industry is waking up to the reality that clients are aging. Some of them are being thrust into caregiving roles, some are experiencing dementia, and many are leaving the workforce to care for aging loved ones. All of these issues impact AUM (assets under management) in a negative way. Advisors who understand, identify and address these clients’ needs will differentiate themselves from those who ignore them.

Next, we are very pleased to have Stillwater City Manager, Kimberly Weeks as our keynote speaker! Although she is fairly new to Stillwater, she brings a wealth of knowledge and experience. Let’s find out her plans for Stillwater.

You are invited to attend our May 7, 2024 luncheon!

This will be a “hybrid” meeting beginning at 10:30 a.m. where we will have a Long-Term Care Chat, with Joy Loverde, the esteemed author and expert in the Long-Term Care arena (by Zoom) and our own Rich Schwab, CLTC, LTCP of Schwab – Menn & Associates (in-person).

Following this presentation, we will have our luncheon, then Chad Tredway, FSCP, LUTCF will present a CE Course entitled “Planning for the Professional”, #6000134404.

This course will cover:

1. Who the Professional is and what their primary concerns may be.
2. Structure entity-wise and potential tax issues.
3. Creditor protection and strategies
4. Broad discussion on retirement & estate planning and,
5. A discussion on business succession planning.

Join us for our monthly meeting.  Beginning at 10:30 a.m. we will have a webinar CE course entitled Securing Your Retirement – Transforming Social Security Into a Winning Retirement Strategy.

This program covers the roles of Social Security benefits can & should play in a clients overall retirement income plan and qualifies for 1 hour of General credit.

Next, we will have Oklahoma County Sherrif Tommie Johnson, III as our keynote speaker. 

Sheriff Johnson assumed office on January 4, 2021.  His current term ends on January 2, 2015.  He is an Oklahoma City native and a decorated law enforcement professional and has a heart for kids.  Johnson serves as a youth sports coach and regularly volunteers for at-risk kids in local elementary schools where he tries to be a positive male influence in the lives of young boys.  That is why Johnson chose to be sworn in as Sheriff at his high school alma-mater.  To send the message that, with hard work, you can accomplish anything!

Our meeting will begin with a 1-hour CE Program entitled Long-Term Care:  The Future is Now, # 6000167140.  The program will discuss state mandated LTC plans, opportunities for planning; current costs & where they are going & an update on where states are in their planning process for an aging population.

Keynote Speaker, Emma Alexander, Field Representative for Congressman Frank Lucas.  Emma is a native of Collinsville, Oklahoma, graduated from Oklahoma State University in December of 2020 and recently served as a Staff Assistant for the Office of Governor Kevin Stitt.  

Emma represents Congressman Lucas at meetings and events throughout the 3rd District and serves Cimmaron, Texas, Beaver, Harper, Ellis, Roger Mills, Beckham, Greer, Harmon, Jackson, Logan, Lincoln, Payne, Noble, Pawnee, Creek and Osage Counties.

We have found a meeting location and invite you to join us for our April 17, 2024 Luncheon Meeting!

Michael Bricker with Bricker Insurance Education will present a 1-hour Ethics course entitled “A Good Defense: Protecting Your Clients and Yourself, #6000155998)”.

April 5, 2024 Meeting