Tulsa FPA hosts a monthly lunch meeting that qualifies for 1 hour CE for CFP®'s. Timely industry topics are covered. (FPA members and the first five students registering are free, non-mbers are $20.00, students, after the first five are $5.00).
We provide a simulcast to our Bartlesville lunch location.
Our Next Meeting:
Wednesday, August 6th, 2014
Come hear firsthand from the estate planning attorney who authored the
"substantial & significant" revisions of the Oklahoma Family Wealth Preservation Trust Act.
Any individual living anywhere in the world can now take advantage of strong protections resulting from recent Oklahoma legislation.
Revisions to the Oklahoma Family Wealth Preservation Trust Act signed into law on April 19 which will become effective in November removed the $1 million cap for contributions to a reservation trust, and resolved ambiguities that had limited the usefulness of preservation trusts.
As a result of the good work of the Oklahoma legislature, the Oklahoma Preservation Trust
TiAmo Italian Ristorante
6024 S Sheridan Rd Tulsa,
FPA of Tulsa
Fidelity Investments, RTY LAW, BancFirst
Our Mission Statement:
The mission of the Financial Planning Association of Tulsa is to promote the highest standards of the profession through networking and education opportunities for its members, and to raise the public's awareness for the need for financial planning.