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NAIFA – Stillwater Affiliate Meeting

September 18 @ 11:00 am - 1:00 pm CDT

Join us for our September meeting.  There will be a continuing education course, networking a guest speaker and lunch will be provided.

Schedule

11:00 a.m. – Continuing Education course entitled Comprehensive Estate Planning Update:  Key Issues and Strategic Insights for 2024, #6000169124.  This one-hour webinar will delve into the themes of the current planning environment, micro-aggressions, Corporate Transparency Act, irrevocable trusts, NIMCCRUT, and other planning topics.

12:00 noon – Lunch, Networking and Guest speaker, Peyton Burns, Northwest Field Representative for Senator James Lankford.  Peyton’s role involves engaging with the community and local concerns on behalf of Senator Lankford.  This will be a great opportunity to find out about issues that might affect our community in the upcoming session.

Details

Date:
September 18
Time:
11:00 am - 1:00 pm CDT
Event Categories:
,
Website:
https://lp.constantcontactpages.com/ev/reg/69xaxhu

Organizer

Ray E. Smith, Jr. CLU, ChFC
Phone
405-743-0035
Email
raysmithwm@gmail.com

Venue

RCB Bank
417 S. Perkins Road
Stillwater, OK 74074
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