Join us for our inaugural meeting at a new location. There'll be a continuing education course, networking opportunities, LIAM resources presentation and lunch will be served! Schedule: 10:30 am - 1 hour Continuing Education Course entitled Long Term Care: The Future is Now, # 6000167140. This program will address a discussion of state-mandated LTC plans; […]
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders Joining instructions and meeting documents will be sent by email prior to the meeting
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, […]
TBA
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders Joining instructions and meeting documents will be sent by email prior to the meeting
Join us for our October 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 Buy-Sell Planning after Connelly, #6000177095. The U.S. Supreme Court's recent decision in Connelly v. United States has upended buy-sell planning for many business owners. Now more than ever, effective buy-sell […]
Join us for our next meeting. There will be continuing education credit, networking and lunch will be provided. Agenda 11:30 a.m. - Lunch & Networking 12:00 noon - Keynote Speaker Ashley Scott, Government & Community Affairs Director with the Oklahoma Insurance Department will present our Fall Central Meeting - LegUp Session, #6000176494. This course is approved for […]
Thursday, October 31st, we will be meeting with U.S. Senator James Lankford following his appearance at the Reagan Breakfast Group. The Reagan Breakfast Group meets from 8:00 a.m. to 9:00 a.m. and we will meet with Sen. Lankford beginning at 9:00 - 9:15 a.m. You are welcome to attend the Reagan Breakfast Group meeting - […]
2024 Annual Conference Flyer
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders Joining instructions and meeting documents will be sent by email prior to the meeting
Join us for our November meeting. There will be a continuing education course, networking, a guest speaker, and lunch will be provided. Agenda 11:00 a.m. - Continuing Education Course - Social Security Financial Wellness: Help Your Clients Maximize Their Benefits, # 6000178439 approved for 1- hour General CE Credit. Most Americans don’t understand the 2,700-plus […]