Each year, OMRF hosts the Estate Planning Seminar to allow legal and other business professionals to earn up to four hours of Continuing Legal Education in an in-person session in both Oklahoma City and Tulsa. This seminar is approved for CLE through the Oklahoma Bar Association, CE through the CFP Board, and CPAs will self-report attendance.
Oklahoma City
1-5 p.m., Nov. 12
Oklahoma City Golf & Country Club
7000 NW Grand Blvd
Nichols Hills, OK 73116
Tulsa
8 a.m.-Noon, Nov. 13
The Summit Club
15 W 6th Street
Tulsa, OK 74119
$125 • Four hours of CLE
Presented by
Seminar topics include:
Inherited IRA Rules Made Simple
Solving Trust Issues: Inherited IRAs Payable to Trusts
Getting Hitched Without the Hitches: Estate Planning for Retirement Assets in 1st and 2nd Marriages
Giving Gets a Twist: Changed Tax Incentives for Charitable Gifts in 2026
Event Sponsors
Bank of Oklahoma Private Wealth
BancFirst
Rogers & Bell
Busey Wealth Management
Hartzog Conger Cason
Trust Company Oklahoma
