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, December 3, 2014
The Wild, Wonderful, Wacky World of Trusts
Did you know there are at least 18 different types of trusts used in Estate Planning?
Come hear their purposes and how they can
accomplish your clients' goals.
CE: 1 hour CFPs ,CPAs.