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FPA of Tulsa Symposium 2013 - CFP CE, Insurance CE, CLE, CPE - Networking - Exhibits!!!

FPA of Tulsa

Wednesday, October 2, 2013 from 8:30 AM to 2:30 PM (CDT)

Ticket Information

Ticket Type Sales End Price Fee Quantity
Member Ended $25.00 $2.37
Non-member Ended $40.00 $3.19
Student Ended $20.00 $2.09
Member if you pay at the door Ended $45.00 $3.47
Non-member if you pay at the door Ended $60.00 $4.29
Student if you pay at the door Ended $40.00 $3.19
Pay By Check   more info Ended Free $0.00

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Event Details

The Tulsa Chapter of the Financial Planning Association has compiled a diversified, education-packed program offering a chance to earn CFP, CPE, CLE, and Insurance Continuing Education credits. Participants will also benefit from networking opportunities with other professionals and from partners showcasing and sharing the latest in financial services and products. Lunch and an exhibit hall will be provided. Please contact Tiffany Chaney with any questions at tiffany.a.chaney@ampf.com.

 

Agenda

8:30

to

9:00

Registration and Networking

9:00

to

10:00

Bank of Oklahoma: Mineral Rights Management

10:00

to

11:00

The Advancement Group: Charitable Giving,

or,

First Trust: Economic Update

11:00

to

12:00

Irwin Law Firm: "Houston, We Have Lift-Off" Stratospheric Gift Tax Planning,

or, 

Select Life Management: An innovative approach to helping your clients with elder care and special needs issues.

12:00

to

1:00

Lunch and Exhibitors and Networking

1:00

to

2:00

BlackRock: Social Security
Have questions about FPA of Tulsa Symposium 2013 - CFP CE, Insurance CE, CLE, CPE - Networking - Exhibits!!!? Contact FPA of Tulsa

When & Where


DoubleTree Warren Place
6110 S. Yale Avenue
Tulsa, OK 74136

Wednesday, October 2, 2013 from 8:30 AM to 2:30 PM (CDT)


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Organizer

FPA of Tulsa

Gold Sponsors:

Fidelity Investments,  RTY LAW, BancFirst


Silver Sponsors:

 

 

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.

  Contact the Organizer

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