NAIFA – Oklahoma, Inc.
NAIFA, the professional association for America's insurance and financial advisors.
- This event has passed.
NAIFA – OKC Affiliate Meeting
April 7 @ 10:30 am - 1:00 pm CDT
We will begin our program with a 1 hour Continuing Education program entitled: Planning for the Professional, #6000134404. Vince Synan from MassMutual (BlueCrest Financial) will make this presentation and you will learn:
- Who the professional is and what their primary concerns might be.
- How a professional may be structured-entity wise and what are come of the potential tax issues.
- Creditor protection and strategies will be discussed as well as a broad discussion on retirement and estate planning, and
- A discussion on business succession planning.
Following this presentation, Larry Stein, Oklahoma County Assessor will be our keynote speaker. Mr. Stein will address how taxes are determined and disbursed, PLUS he will educate us on how to protect our homes from “Home Title (Deed) Fraud.”