NAIFA – Oklahoma Leadership Meeting
Zoom ConferenceMeeting 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 – Oklahoma, Inc.
NAIFA, the professional association for America's insurance and financial advisors.
4 events found.
NAIFA – Stillwater Affiliate December 18, 2024 Meeting
RCB Bank 417 S. Perkins Road, Stillwater, OKAgenda 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
NAIFA – Oklahoma Leadership Meeting
Zoom ConferenceMeeting 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 January 15, 2025 Meeting
RCB Bank 417 S. Perkins Road, Stillwater, OKAgenda 11:00 a.m. - Continuing Education webinar - Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan. #6000171043 Approved for 1-hour of General CE Credit. The webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effective coordinate financial assets can assure that value is […]