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SUMMARY:NAIFA - OKC Affiliate Luncheon Meeting
DESCRIPTION:Join us on Friday\, November 6\, 2026 for our next Affiliate Meeting. \nOur education course is Charitable Planning with Non-Cash Assets: A Case Study Approach. Then\, Jandra S. Cox from Premier Legal will provide updates on Estate Planning.\n\n\n\n\n\n\n\nAgenda \n10:30 am – Charitable Planning with Non-Cash Assets\, #6000196270 \nThe program will discuss: How would you help a client who wants to donate farmland\, mineral rights or a vacation home to charity? \nNon-cash assets such as real estate\, closely held stock\, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts. Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning.  \n11:30 am – Lunch \n12:00 pm – Keynote speaker\, Jandra S. Cox\, Premier Legal \nEstate Planning Updates \n1:00 pm – Adjournment
URL:https://naifa-oklahoma.org/event/naifa-okc-affiliate-luncheon-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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