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Home - OMRF News - Archives for estate planning

estate planning

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

OMRF to host seminars for estate planners

November 22, 2011

Estate planning seminars will be held in Oklahoma City and Tulsa.

Filed Under: Development News, Featured News, News Tagged With: CPE, estate plan, estate planners, estate planning, financial plan, financial planners, financial planning, legal seminar, OKC, Oklahoma City, OMRF, seminar, Tulsa

Registration deadline nears for OMRF estate planning seminars

October 28, 2009

OMRF will offer estate planning seminars for attorneys, CPAs and financial planners on Nov. 2 in Oklahoma City and Nov. 3 in Tulsa. Registration will remain open through Oct. 30. Featured speaker at both events will be nationally recognized lawyer, lecturer, author and professor Conrad Teitell. In his talk, “Playing the Estate Planning Game,” Teitell […]

Filed Under: Development News, News Tagged With: attorneys, CPA, estate planning, Ratliff, Riseling, Teitell

OMRF to host estate planning seminars

October 14, 2009

OMRF will offer estate planning seminars for attorneys, CPAs and financial planners on Nov. 2 in Oklahoma City and Nov. 3 in Tulsa. Featured speaker at both events will be nationally recognized lawyer, lecturer, author and professor Conrad Teitell. The seminar curriculum has been submitted for approval for 4 hours of CPE credit (0 hours […]

Filed Under: Development News, News Tagged With: attorney, CPA, estate planning, Ratliff, Riseling, Teitell

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