OMRF will offer estate-planning seminars for attorneys, CPAs, CFPs, trust officers and financial planners on Nov. 14 in Tulsa and Nov. 15 in Oklahoma City. Registration will remain open through Nov. 10.
The featured speaker at both events will be Pamela Jones Davidson, J.D., President of Davidson Gift Design and Senior Vice President of Thompson & Associates.
Davidson’s course, “Gift Planning: Maximum Advantages & Benefits for All Parties,” will cover a range of topics, including giving in a down economy, practical options for donors, and ethics and case studies.
Davidson, an Indiana native and resident, is a seasoned charitable gift planner and nationally recognized public speaker. She has nearly two decades of experience in planned giving.
The Tulsa stop will be from 1-5 p.m. on the 14th at the Doubletree Hotel Downtown. The Oklahoma City session will be hosted at OMRF from 8 a.m. until noon.
This opportunity will provide attorneys with four hours of continuing education credit from the Oklahoma Bar Association. CPAs who attend will receive a certificate of completion. CFPs will also receive four hours of credit. It includes one hour of legal ethics credit, as well.
The event costs $75, and seating is limited. Seminar materials will be available in PDF form with paid registration. Materials may also be purchased in notebook form and picked up at the seminar at additional cost.
The event is co-hosted by the Heritage Trust Company. Grant Thornton, Mariner Wealth Advisors, Bank of Oklahoma, Crowe & Dunlevy, Hartzog Conger Cason & Neville, HoganTaylor, and Rogers and Bell are sponsors for the seminar.
Registration is required to attend. To register, call the OMRF Development office at (405) 271-7400 or visit www.omrf.org/estate.