NAIFA - Oklahoma, Inc.

NAIFA - Oklahoma 2026 State Legislative Day
2026-04-14 08:30 - 13:00 (America/Chicago) | Oklahoma State Capitol, 2300 N. Lincoln Blvd, Room 5S.3 (Senate Side), Oklahoma City, OK, 73105
Join us for our State Legislative Day where we are briefed on proposed legislation and meet with our Senators and Representatives to discuss issues that matter to us and our clients.

NAIFA - Stillwater Affiliate Networking Session
2026-04-15 12:00 - 13:00 | Mexico Joe’s, 311 E Hall of Fame Ave, Stillwater, OK, 74075
Join us at Mexico Joe’s on April 15, 2026, for our next networking luncheon. Chris Meredith, candidate for Oklahoma Insurance Commissioner will join us and we will also visit about long term care and Legacy Village.
Please register using the link, email or call if you will be coming so that our seating will be ready! Plan to arrive by 12:00 Noon.

NAIFA - OKC Affiliate May Meeting
2026-05-01 10:30 - 13:00 | Adaptation Financial, 700 Cedar Lake Blvd, Oklahoma City, OK, 73114
Join us at our May Meeting. It’s all about Business Planning!

Agenda
10:30 am – Business Planning with Life & Disability Insurance, # 6000207451.
Earn 1 hour of General CE credit.
Join us for an insightful session on leveraging life and disability insurance in various business strategies. Discover their roles in key person plans, nonqualified compensation plans like bonus, split dollar, and deferred compensation, as well as their application in entity purchase and cross-purchase buy-sell plans.
11:30 am – Lunch and Networking
12:00 pm – Keynote speaker, Richard J. Porter will share valuable insights from his recent meeting in California on Managed Limited Liability Companies (MLLCs) for Buy-Sell Planning. Learn about this innovative approach that offers flexibility, tax efficiency, and administrative simplicity in business planning.
1:00 pm – Adjournment

NAIFA Congressional Conference
2026-05-18 08:00 - 2026-05-19 17:00 | Capital Hilton, 1001 16th Street NW, Washington, DC, 20036
NAIFA’s Congressional Conference is Its Signature Grassroots Advocacy Event

Meet with your lawmakers
Learn to be an effective advocate
Influence policies that impact your business and clients
