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Lunch and Learn with Guest Speaker (for professional advisors)

For the monthly Partners in Planning Lunch and Learn series, we are excited to have a nationally recognized guest speaker for the October Lunch and Learn.

Richard L. Randall, JD, CFP, CLU, ChFC, Chairman and CEO of the National Network of Estate Planning Attorneys, will be introducing the latest cutting-edge estate planning strategies to help clients create “plans that work” while helping our Planning Partners retain Assets Under Management.  Rick speaks nationally on various estate planning topics such as Wealth Reception Planning Process, Three Step Strategy Planning Process, and retirement and estate plan integration.

For the special occasion we are having this lunch event at LEGENDS RESTAURANT on Lindsey Street in Norman. Please come and enjoy lunch on us and this rare opportunity to learn from the Chairman of the National Network of Estate Planning Attorneys.

Contact us to reserve your seat at the table:


Earlier Event: October 23
Member Orientation Meeting
Later Event: October 27
OKTOBERFEST - Client Appreciation Event