Professional Advisors: 6 Reasons to Attend a Lunch & Learn

Lunch & Learn in 2018

This year we are pleased to provide in-depth education on a variety of topics related to estate planning. Each Lunch & Learn event this year will have a different topic, sign up for as many as possible to get the most out of this unique opportunity! There is no cost to attend any of our Lunch & Learn sessions.

Join us Thursday, March 15, 2018 at 11:30am to 1:00pm. Topic: Divided Trusteeship

Mitch Janik and Tammy Cain lead a discussion on modern trust design that divides trustee roles for maximum protection coupled with maximum flexibility.

Top 6 Reasons to Attend Our Lunch & Learn Sessions:

  1. The opportunity to network with other professionals in the Norman area.
  2. Gain in-depth knowledge about specific estate planning concerns and how they apply to your clients.
  3. Find the areas where financial planning and estate planning overlap.
  4. Discover how knowledgable Financial Advisors help clients get the greatest value from financial plans and estate plans alike!
  5. Learn mutually beneficial ways Estate Planners and Financial Planners can work together to provide the best services to their clients.
  6. Begin the conversation to teach us about you and the services you provide your clients.

Click Here to Register Online

2018 Lunch & Learn Topics:

  • Trusts are for Everyone
  • School Bus Trusts
  • The Divided Trusteeship
  • Amendable "Irrevocable" Trusts
  • Balancing Federal Estate and Capital Gains Tax Planning
  • The “Cookie Jar” Power
  • Retirement Plan Integration
  • Disability Planning
  • Controlled Settlement Costs
  • Empowered Inheritance Program
  • Proactive Elder Law
  • Relevant Estate Planning Topic (End of year topic, based on feedback)

*CPA's: Certificates of Attendance are available for each event for Continuing Education credit.

Contact us to Register:


Or Online:

1770 W. Main St. ~ 405-364-2246 ~