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NAIFA – OKC Affiliate Meeting

December 3 @ 10:30 am - 1:00 pm CST

Our program will begin at 10:30 a.m. with a video presentation entitled:  The College Funding Conundrum:  Back to School – 529 Plans & Plan Alternatives, #6000043210 (1 hour of General CE credit).


Then, just in time for the holidays, Joe Carter, Director of Development and Planned Giving at the Oklahoma City Community Foundation will be our keynote speaker. What better time than the December to get an update so that you can advise your clients on tax law changes and year-end giving strategies!!!


Mary P. Garza, LUTCF, CLU, ChFC
View Organizer Website


Oklahoma History Center
800 Nazih Zuhdi Drive
Oklahoma City, OK 73105
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