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NAIFA – Oklahoma Leadership Meeting – ZOOM

Zoom Conference

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

NAIFA – Stillwater Affiliate Luncheon

RCB Bank 417 S. Perkins Road, Stillwater, OK

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 […]

NAIFA – Central Affiliate October Luncheon

Louie's Grill & Bar, Brookhaven 3750 W. Robinson Street, #106, Norman, Oklahoma

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 […]

Sen. James Lankford In-District Meeting

Kamp's 1910 Cafe 10 Northeast 10th Street (2nd Floor), Oklahoma City, OK

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 - […]

NAIFA – Oklahoma Leadership Meeting – ZOOM

Zoom Conference

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

NAIFA – Stillwater Affiliate Luncheon

RCB Bank 417 S. Perkins Road, Stillwater, OK

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 […]

NAIFA – Oklahoma City Affiliate Meeting

Oklahoma City Community Foundation 1000 N. Broadway Avenue, Oklahoma City, OK

Join us for our December 6, 2024 Affiliate luncheon & meeting. Agenda 10:30 a.m. - 1 hour General Continuing Education credit Webinar - Comprehensive Estate Planning Update: Key Issues and Strategic Insights for 2024, #6000169124 This program will cover recent developments for estate planning during 2024 and beyond and will benefit estate planners, attorneys, trust […]

NAIFA – Oklahoma Leadership Meeting

Zoom Conference

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

NAIFA – Stillwater Affiliate December 18, 2024 Meeting

RCB Bank 417 S. Perkins Road, Stillwater, OK

Agenda 11:00 am. - Continuing Education Course - Tax and Estate Planning Under a New President Administration, #6000182822 Discussion of how advisors & planned giving professionals should approach clients in light of changing economic conditions, possible changes to the tax system, uncertain interest rates and aging population 12:00 Noon - Lunch, Networking and Keynote Speakers