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SUMMARY:NAIFA - Oklahoma City Affiliate Meeting
DESCRIPTION:Mark your calendars for our February Meeting. There will be an educational program\, networking opportunities\, a guest speaker\, and lunch will be served.\n\n\n\n\n\n\nAgenda \n10:30 am – Continuing Education program entitled “Reshaping Buy-Sell Planning after Connelly: Legal & Practical Considerations”\, # 6000194972 approved for 1 hour of General Credit \nThe US Supreme Court’s 2024 decision in Connelly v. U.S. has upended buy-sell planning for every business owner potentially facing an estate tax. This presentation will examine the tax\, legal and practical implications of this decision and provide analysis of several potential innovative solutions. \n11:30 am – Lunch and networking \n12:00 pm – Keynote speaker\, Sen. Mark Mann\, OK Senate District 46. \nSenator Mann is a licensed insurance professional and member of NAIFA – Oklahoma City. He was elected to the Senate in 2024 and his district covers Del City and parts of Oklahoma City. He serves on several committees including: Business & Insurance; Education; and Revenue & Taxation. \n1:00 pm – Adjournment
URL:https://naifa-oklahoma.org/event/naifa-oklahoma-city-affiliate-meeting/
LOCATION:Adaptation Financial\, 700 Cedar Lake Blvd\, Oklahoma City\, OK\, 73114
CATEGORIES:Networking,Professional Development
ORGANIZER;CN="Mary P. Garza%2C LUTCF%2C CLU%2C ChFC":MAILTO:execvp@naifa-oklahoma.org
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