OMRF will host estate planning seminars for attorneys, CPAs and financial planners on Nov. 18 in Oklahoma City and Nov. 19 in Tulsa.
The course, titled “Transformational Philanthropy,” will focus on ways estate planners can work with clients to align their philanthropic plans with their interests and values.
Keynote speaker at both locations will be Rodney Zeeb, CEO of The Heritage Institute.
Heritage Trust Company is partnering sponsor for the events. Other sponsors include Grant Thornton, Bank of Oklahoma – The Private Bank, Rogers & Bell, NBC Oklahoma and HoganTaylor.
The seminar will provide attendees with 4 hours of CLE credit by the Oklahoma Bar Association. CPAs who attend will receive a certificate to document their attendance, and CFPs will receive 4 hours’ credit.
The Nov. 18 seminar will be held from 1 to 5 p.m. at OMRF in Oklahoma City. The Tulsa seminar on Nov. 19 will be located at the Doubletree Hotel Downtown, 616 West 7th St., from 8 a.m. to 12 p.m.
The seminar costs $60, and seating is limited. Registration is required and will remain open through Nov. 15. To register for either location, call (405) 271-8646, email Allisonfirstname.lastname@example.org or visit www.omrf.org/estate.