OMRF will offer estate-planning seminars for attorneys, CPAs, CFPs, financial planners and trust officers Oct. 7 in Oklahoma City and Oct. 8 in Tulsa.
The 15th annual seminar will feature three speakers discussing the impact of artificial intelligence on estate planning. AI tools are rapidly changing the landscape of how businesses analyze data, enabling them to predict tends and outcomes, make better decisions and work more efficiently and accurately.
The speaker panel includes:
- Jonathan Blattmachr, senior advisor at Pioneer Wealth Partners, New York City, and co-founder and editor-in-chief of InterActive Legal
- Jeff Glickman, founder of J4 Capital, Seattle
- Michael L. Graham, senior lawyer, The Graham Law Firm, Dallas, and co-founder and co-author for InterActive Legal
The Oklahoma City session will be held at OMRF’s campus from 1-5 p.m. on the 7th, while the Tulsa seminar will be held 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.
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 an additional cost.
The event is co-hosted by the Heritage Trust Company and AmeriTrust. Other sponsors are Bank of Oklahoma, Crowe & Dunlevy, Rogers & Bell and Simmons Bank.
Registration will remain open until the day of the event and is required to attend. To register, call the OMRF Development Office at (405) 271-7400 or visit www.omrf.org/estate.
