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.
15 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 […]
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 […]
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 […]
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 - […]
NAIFA – Northwest Affiliate CE Day
Oakwood Country Club 1601 N. Oakwood Road, Enid, OKNAIFA – Oklahoma City Affiliate Meeting
Oklahoma City Community Foundation 1000 N. Broadway Avenue, Oklahoma City, OKYou are invited to attend our March 7, 2025 meeting. There'll be an educational class, networking, a panel discussion on Donor Advisor Funds and lunch will be served. Agenda 10:30 […]
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
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