NAIFA – Oklahoma, Inc.

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 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 […]