OMRF will offer estate-planning seminars for attorneys, CPAs, CFPs, financial planners and trust officers.
The seminars are scheduled for Nov. 30 in Oklahoma City and Dec. 1 in Tulsa. Registration will remain open until Nov. 27.
The featured speaker for the 13th annual seminar is Joe Hancock, who serves as the vice president and general counsel for HighGround Advisors in Dallas. HighGround serves churches and other nonprofits through professional asset management and planned giving consultation.
Hancock’s course, “Planning With and Gifting Non-Cash Assets,” will feature strategies for oil and gas, securities and closely held businesses. Hancock has two decades of experience in the field of planned giving. He holds a BBA from Baylor University and MBA and JD degrees from the University of Arkansas.
The Oklahoma City session will be held at OMRF’s campus from 1-5 p.m. on the 30th, while the Tulsa stop will be at the Downtown Doubletree Hotel from 8 a.m. until noon.
This course will provide attorneys with four hours of continuing education credit from the Oklahoma Bar Association. CFPs will also receive four hours of credit. CPAs who attend will receive a certificate of completion, and it also includes one hour of legal ethics credit.
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. Bank of Oklahoma, Crowe & Dunlevy, Grant Thornton, Hartzog Conger Cason & Neville, HoganTaylor, and Rogers and Bell are also sponsors for the 2017 seminar.
Registration is required to attend. To register, call the OMRF Development office at (405) 271-7400 or visit www.omrf.org/estate.
