NAIFA – Oklahoma Leadership Meeting – ZOOM
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.
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NAIFA – Stillwater Affiliate Luncheon
RCB Bank 417 S. Perkins Road, Stillwater, OKJoin 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, OKJoin 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 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 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 […]
NAIFA – Oklahoma City Affiliate Meeting
Oklahoma City Community Foundation 1000 N. Broadway Avenue, Oklahoma City, OKJoin us for our first meeting of 2025! There'll be an educational course; networking, guest speakers and lunch will be served. Agenda 10:30 AM - Webinar entitled "Tax & Estate Planning Under A New Presidential Administration", #6000182822. This course is approved for 1-hour of Producer General credit and will address the following: How professional advisers and planned […]
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 Meeting
RCB Bank 417 S. Perkins Road, Stillwater, OKJoin us for our February 19, 2025, meeting. There'll be an educational course, networking, guest speaker and lunch will be served. Agenda 11:00 am - Webinar entitled "Cash Balance Plans - Turbo Charging Efficiency and Deductibility", #6000178390. This course is approved for 1-hour Producer General Credit and will focus on what a cash balance is, how it […]
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 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 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 Congressional Conference
The Westin DC Downtown Hotel 999 Ninth Street, NW, Washington, DCMeet with your lawmakers Learn to be an effective advocate Influence policies that impact your business and clients
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