The Cherokee Strip Community Foundation is excited to host a teleconference series for professionals in Northwest Oklahoma!

 

This education series from the Cannon Financial Institute is offered free by the Cherokee Strip Community Foundation and provides attorneys, financial planners, CPAs, trust officers, and other estate planning professionals an opportunity to connect and collaborate about current wealth management and estate planning topics, while earning continuing education credits. Lunch is also provided to participants at no cost, however we do ask that you RSVP prior to attending. 

 

Call our office at 580.234.3988 for more information about registering for these continuing education events.

​

2023 Dates & Topics (all 12:00 - 1:30pm CST):   

• February 21, 2023 | The Intersection of Exceptional Estate Planning and Bad Trust Administration

• April 25, 2023 | It's Not All About Savings - How Trusts Can Impact Beneficiaries' Lives

• June 20, 2023 | When Doing What's "Right" Might Be Wrong

• August 22, 2023 | Estate Planning Solutions for the Disabled and Those Who May Be Approaching Disability

• October 24, 2023 | Directed Trusts - Slicing and Dicing Duties, Risks, and Potential Liabilities

• December 12, 2023 | Malpractice in Estate Planning - Some Guidance on How to Avoid It

​

Topics are chosen through client interest, feedback, and leading industry trends. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. 

 

The industry's foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials.