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NAIFA – Oklahoma City Affiliate Meeting

Oklahoma City Community Foundation 1000 N. Broadway Avenue, Oklahoma City, OK

Join 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 Conference

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

NAIFA – Stillwater Affiliate December 18, 2024 Meeting

RCB Bank 417 S. Perkins Road, Stillwater, OK

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 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