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
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
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 […]
Agenda 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 […]