« All Events

  • This event has passed.

NAIFA – Oklahoma City Affiliate January 9, 2026 Meeting

January 9 @ 10:30 am - 1:00 pm CST

Join us on January 9th, 2026 (2nd Friday) for a conversation with Oklahoma Insurance Commissioner Candidate Greta Madson Shuler. We will have a CE course, and lunch will be served.

Agenda

10:30 a.m. – Continuing Education Course “Bridging Charitable Planning with Retirement Income”, # 6000183950, approved for 1 hour of General Producer Credit

This program will provide advisors with topical ideas to share with clients who are charitably inclined. You will learn:

  • How to better use philanthropic tendencies to improve retirement outcomes
  • Strategies for efficient charitable giving
  • Strategies for creating income while meeting philanthropic requests

11:30 a.m. – Networking, Luncheon and Keynote Speaker

Our speaker for this meeting is Greta Madson Shuler, candidate for Oklahoma Insurance Commissioner. She is a lifelong Oklahoman, small-business owner and Shawnee City Commissioner who spent more than a decade working in the industry. Her complete bio and platform can be read at: Greta Gets It!

1:00 p.m. – Adjournment

Details

Organizer

Venue

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