NAIFA – Oklahoma, Inc.
Networking
Calendar of Events
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NAIFA – Oklahoma City Affiliate Meeting
NAIFA – Oklahoma City Affiliate Meeting
You are invited to attend our March 7, 2025 meeting. There'll be an educational class, networking, a panel discussion on Donor Advisor Funds and lunch will be served. Agenda 10:30 AM - Webinar - Buy-Sell Planning After Connelly, # 6000177095 (1hr. General Credit) The U.S. Supreme Court's decision in Connelly v. United States has upended buy-sell planning for many business […]
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NAIFA – Stillwater Affiliate March 19, 2025 Meeting
NAIFA – Stillwater Affiliate March 19, 2025 Meeting
Join us for our March 19, 2025, meeting. There'll be an educational course, networking, guest speaker and lunch will be served. Agenda 11:00 am - Webinar entitled "Cash Balance Plans - Turbo Charging Efficiency and Deductibility", #6000178390. This course is approved for 1-hour Producer General Credit and will focus on what a cash balance is, how it […]
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NAIFA – Central Affiliate March 26, 2025 Meeting
NAIFA – Central Affiliate March 26, 2025 Meeting
Join us for our March 26th meeting! We will have networking opportunities: hybrid speaker presentations and lunch will be served. Our hybrid meeting will be presented by two outstanding BlackRock speakers: One will be a special seminar on Social Security presented virtually by Michael Graci from the BlackRock Business Consulting team. As your clients approach retirement, it is more […]