OMRF will offer a virtual estate planning seminar for attorneys, CPAs, certified financial planners and trust officers from 1-5 p.m. on Oct. 1.
Themed “Coping With the Tsunami Estate Planners Are Facing,” the 16th annual seminar will cover strategies to manage anticipated changes to the tax planning landscape. Other topics include law office efficiency and ethical issues to consider when working with clients in a digital world. Registration is $75 per person.
Estate planning experts Jonathan Blattmachr, attorney and senior advisor for Pioneer Wealth Partners, and Martin Shenkman, a CPA and founder of Shenkman Law, will present the seminar entirely online.
Attorneys will receive four hours of continuing education credit, including one hour of legal ethics credit, from the Oklahoma Bar Association. CFPs will receive four hours of continuing education credit. CPAs will receive a certificate of completion.
The event is co-hosted by Heritage Trust Company and AmeriTrust. Other sponsors include Trust Company of Oklahoma, Bank of Oklahoma, Crowe & Dunlevy, Hartzog Conger Cason, HoganTaylor, Rogers and Bell, and Simmons Wealth Management.
Registration is required by Sept. 30. For more information or to register, visit www.omrf.org/estate or call 405-271-7400.