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Home - OMRF News - Archives for estate planning

estate planning

OMRF to host estate-planning seminars on Nov. 30, Dec. 1

November 13, 2017

The two-day event is scheduled for Nov. 30 in Oklahoma City and Dec. 1 in Tulsa.

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Estate Planning Seminar Sponsors

For the past 12 years, OMRF has hosted its Estate Planning Seminar, which brings in a national speaker and offers four hours of continuing education to professionals across our state – attorneys, accountants, trust officers and financial advisors. Our generous sponsors have enabled OMRF to offer first-class education and bring together the professionals who help […]

OMRF hosting estate-planning seminars in OKC, Tulsa

November 1, 2016

The featured speaker at both events will be Pamela Jones Davidson, J.D.

Filed Under: News Tagged With: annual, attorneys, CFP, CPA, davidson gift design, development, doubletree hotel, down economy, downtown, estate planning, featured, financial planner, gift planning, Ginny Bass Carl, giving, indiana, meeting, office, OKC, Oklahoma City, Oklahoma Medical Research Foundation, OMRF, online, options, pamela jones davidson, planned giving, practical, president, public, register, registration, required, seminar, speaker, thompson & associates, trust officer, Tulsa

Estate-planning seminars scheduled for Oklahoma City, Tulsa

October 16, 2015

OMRF is putting on estate-planning seminars for the 11th consecutive year.

Filed Under: News Tagged With: charitable, charity, colorado, CPA, donation, estate, estate planning, estate planning seminar, gift, giving, Heritage Trust Company, laura hansen dean, leadership, location, materials, OKC, Oklahoma City, Oklahoma Medical Research Foundation, OMRF, register, Tulsa

Estate-planning seminars set for Sept. 16 and 17

August 18, 2014

OKC and Tulsa locations available for estate-planning professionals

Filed Under: Development News, News Tagged With: attorneys, CPA, estate planning, planned giving, tax planning

OMRF to host estate-planning seminars Dec. 10 and 11

November 26, 2012

Keynote speaker is law school professor and author Christopher Hoyt

Filed Under: Development News, News Tagged With: attorneys, christopher hoyt, continuing education credit, CPA, CPAs, education, estate planning, estate planning seminar, Hoyt, retirement accounts in 2013, seminar

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