CE OPPORTUNITIES

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

 

This monthly 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.

 

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

2022 Dates & Topics:

  • February 22, 2022 | Best Designs for the Exercise of Discretion by a Trustee

  • March 22, 2022 | What May Be In Store When the IRS Knocks on Your Door

  • April 26, 2022 | Non-Tax Aspects of Business Succession Planning

  • May 24, 2022 | Estate Planning for and Administration of Digital Assets

  • June 21, 2022 | To Whom and When Does an Estate Planner Owe Duties

  • July 26, 2022 | Post-Mortem Planning and Strategies 

  • August 23, 2022 | Compounding Complications in Charitable Giving 

  • September 20, 2022 | Mechanics and Strategies for Resolving Trust Disputes 

  • October 25, 2022 | Legitimate and Effective Asset Protection Planning 

  • November 15, 2022 | Qualified Retirement Plan and IRAs - What You Can and Can't Do 

  • December 13, 2022 | Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals