Attend an Event

Learn How Technology & Updated Trust Laws Make it Easier Than Ever To Get Your Affairs In Order!

Upcoming

Florida event Oct 9

WILLS, TRUSTS & PROBATE SEMINAR

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts.

Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • CANCELLED DUE TO HURRICANE MILTON

  • Oct 9 & 10, 2024

    Wed - Thurs

  • St. Petersburg, FL 33710

    Contact me for venue and time.

  • Call 727-804-9052

Senior couple is talking online via video connection on the laptop. Having nice time withfriends and family via video call.

ESTATE PROTECTION FOR MILITARY & FIRST RESPONDERS

  • Military Officers Association of America, (MOAA) Tulsa, Oklahoma Chapter

  • New date to be announced

Podcast

Parent Summit

Financial behavior, entrepreneurship, and the path to success in the American Way of Life!

Stacy Pearson is one of those rare people who make life better for her clients. Working in the world of Estate Protection, Stacy fixes problems before they arise!  Get to know this remarkable human right here on Cashflows!

  • Mon Feb 5, 2024

  • Podcast Episode 105

    Stacy Pearson with Veyron Estate Protection on Cashflows

Caregivers Summit 2024 TBA

PARENT- CAREGIVERS FREE ONLINE SUMMIT!

Things no one told you when your child was diagnosed with special needs.

In addition, you will be able to interact with each speaker in their own virtual expo booth after the event so you can connect, get your questions answered and take advantage of any resources you may want.

  • 2024 (TBA)

  • Virtual

Parent Summit

Caregivers Summit 2024 TBA

PARENT- CAREGIVERS FREE ONLINE SUMMIT!

Things no one told you when your child was diagnosed with special needs.

In addition, you will be able to interact with each speaker in their own virtual expo booth after the event so you can connect, get your questions answered and take advantage of any resources you may want.

  • 2024 (TBA)

  • Virtual

Past

Arkansa Sep 19

WILLS, TRUSTS & PROBATE SEMINAR

Learn How To Easily Get Your Affairs In Order! A FREE educational event about how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • September 19, 2024

    Thurs, 6:30 PM

  • NorthWest Arkansas Community College, 6101 Watkins Ave. Springdale, AR 72762  Second Floor

Florida event banner no time

WILLS, TRUSTS & PROBATE SEMINAR

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Tue - Wed, August 20-21, 2024

  • St. Petersburg College, 6700 8th Avenue North St. Petersburg, FL 33710

  • Call 727-804-9052 for more details.

new Florida pic

WILLS, TRUSTS & PROBATE SEMINAR

Learn How To Easily Get Your Affairs In Order! A 2-day FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Thur-Fri, July 11-12, 2024

  • St. Petersburg College, 6700 8th Avenue North St. Petersburg, FL 33710

  • Call 727-804-9052 for more details.

11041-11051-s-memorial-dr-tulsa-photo-2-of-3

THE DIFFERENCE BETWEEN WILLS & TRUSTS

Join us for an enlightening seminar where experts unravel the essential distinctions between wills and trusts, empowering you to make informed decisions about your estate planning.

  • June 26, 2024

    Wed, 6:30 - 8:00 P.M.

  • 11043 S Memorial Dr
    Tulsa, OK, 74133, USA

  • 918-853-8445

    Reach out to Terri Reagin for more information.

Arkansas College

WILLS & TRUSTS SEMINAR

Learn How To Easily Get Your Affairs In Order! A FREE 2-day educational event about how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • June 18 & 20, 2024

    Tues, 6:30 - 9:00 P.M.

  • NorthWest Arkansas Community College

    1 College Dr. Bentonville,
    AR 72712, USA

family, generation, gesture, home and people concept - happy family standing in front of house waving hands outdoors

WILLS, TRUSTS, PROBATE & ANNUITIES WORKSHOP

Learn How To Easily Get Your Affairs In Order! A FREE 2-day educational event about how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • May 21 - 22, 2024

    Tues - Wed, 10:30 A.M.

  • St. Petersburg, Florida

  • 727-804-9052

    Reach out for more info.

NWACC campus

The Retirement Road using Wills, Trusts & Beating Probate

  • Thur March 14, 2024 6:30 PM

  • NorthWest Arkansas Community College

Faith-Driven Women Leaders Gathering to uplift, inspire, connect, and strengthen us to advance God's Kingdom in the marketplace.

  • Guest Speaker at C-Suite for Women

  • Fri May 10, 2024 8:30-10:00 AM

  • 810 S. Cincinnati Ave in Downtown Tulsa

WILLS, TRUSTS, PROBATE & ANNUITIES WORKSHOP FINAL

WILLS, TRUSTS, PROBATE & ANNUITIES WORKSHOP

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Thur Feb 22, 2024 11:00 A.M.

  • St. Petersburg College Campus Library
    6700 8th Ave. North St Petersburg, FL 33710

    Directions: Corner of 8th Ave North & 67th St North

  • Call 727-804-9052 if lost or for directions.

using laptop

WILLS, TRUSTS, PROBATE & ANNUITIES WORKSHOP

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Wed Feb 21, 2024 2:00 P.M.

  • St. Petersburg / Gibbs Campus
    6605 5th Ave. North Science Building SC-144

    Directions: 5th Ave No West to 69th St No. Turn right on 69th St. Turn into the 1st parking lot on the right. Building titled SC-Natural Science Bldg. We will have signs out.

  • Call 727-804-9052 if lost or for directions.

image (6)

WILLS, TRUSTS, PROBATE & ANNUITIES WORKSHOP

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Tue Jan 23, 2024 3:00 P.M.

  • Wed Jan 24, 2024 11:00 A.M.

  • Thu Jan 25, 2024 11:00 A.M.

  • St. Petersburg College, Gibbs Campus Library, 6700 8th Avenue North, St. Petersburg, FL 33710

Bring God Into Your Business Summit

Explore the Intersection of Faith and Business at the 94X Summit on November 7, 2023 at the ORU Global Learning Center in Tulsa, Oklahoma. Doors will open at 8:15 AM. This will be a transformative day of learning, networking, and inspiration.

  • Tue Nov. 07, 2023 8:15 am

  • ORU Global Learning Center, Tulsa, OK 74133

ERTC ss

EMPLOYEE RETENTION TAX CREDIT MEETING

The Dos and Don'ts of Filing for your Employee Retention Tax Credit Refund. Don’t forfeit your refund and let the IRS keep your money!

  • Thu Oct. 05, 2023 7:30

  • TBA

new Florida pic

WILLS, TRUSTS & PROBATE SEMINAR

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Mon Sept. 25, 2023 1PM

  • Tue Sept. 26, 2023 11AM

  • Wed Sept. 27, 2023 3PM

  • St. Petersburg College, Gibbs Campus Library, 6700 8th Avenue North St. Petersburg, FL 33710

Audience taking pictures - Florida Workshop

RETIREMENT & ESTATE PLANNING

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Tue Aug. 15, 2023 11AM

  • Wed Aug. 16, 2023 6:30PM

  • Thu Aug. 17, 2023 1PM

  • St. Petersburg College, Gibbs Campus Library, 6700 8th Avenue North St. Petersburg, FL 33710

Jenna

ERTC REFUND - FREE MEETING

The Do's and Don'ts of Claiming Your Refund! Understand the Tax refund for employers who paid employee withholdings during the pandemic. The government allocated up to $26,000 per W2 employee that you employed during a specified window. Don’t forfeit your refund and let the IRS keep your money!

  • Thu Aug 3, 2023 11:30 AM & 3 PM

  • Stoney Creek Conf Center 200 W Albany St, BA (across from BassPro)

  • Live in Zoom

All About Cha Facebook Event Cover

ERTC REFUND - FREE MEETING

The Do's and Don'ts of Claiming Your Refund! Understand the Tax refund for employers who paid employee withholdings during the pandemic. The government allocated up to $26,000 per W2 employee that you employed during a specified window. Don’t forfeit your refund and let the IRS keep your money!

  • Wed Aug 2, 2023 2-3 PM

  • All About Cha (upstairs) 820 N Aspen Ave Broken Arrow (71/Aspen)

1 (1)

ERTC REFUND - FREE MEETING

The Do's and Don'ts of Claiming Your Refund! Understand the Tax refund for employers who paid employee withholdings during the pandemic. The government allocated up to $26,000 per W2 employee that you employed during a specified window. Don’t forfeit your refund and let the IRS keep your money!

  • Tue Aug 1, 2023 6:30-7:30 PM

  • C3 Event Center 8316 E 73rd St Tulsa (71/Memorial)

fb banner

PARENT CAREGIVERS & SPECIAL NEEDS ESTATE PLANNING, INTERVIEW

A FREE Educational Event and Informative Interview on Securing the Future for Your Loved Ones, Expert Insights and Practical Strategies.

Things no one told you when your child was diagnosed with special needs.

  • July 27, 2023 10:30 AM & 6:30 PM

  • Tulsa Community College, Southeast Campus, 10300 East 81st Street, Tulsa, OK 74133

hand-holding-paper-cut-family-figure

RETIREMENT & ESTATE PLANNING

A FREE Educational Event! Learn how to easily get your affairs in order. An Estate Plan is vital for any individual, couple or family that owns a home, has dependent children or has assets. Learn how updated trust laws & technology can help you get your affairs are in order.

  • May 23, 2023

  • May 25, 2023 11 AM

  • Tulsa Community College, Southeast Campus, 10300 East 81st Street, Tulsa, OK 74133

tulsa address April event

WILLS, TRUSTS & PROBATE

A FREE Educational Event! Learn how to easily get your affairs in order. An Estate Plan is vital for any individual, couple or family that owns a home, has dependent children or has assets. Learn how updated trust laws & technology can help you get your affairs are in order.

  • Tue April 25, 2023 11-12:30 PM

  • Tue April 25, 2023 6 - 7:30 PM

  • Tulsa Community College, Southeast Campus, 10300 East 81st Street, Tulsa, OK 74133

estate4

RETIREMENT & ESTATE PLANNING

Join us for a Free Educational Event! Discover how to easily organize your estate and protect your assets. Learn how recent updates to trust laws and advancements in technology can simplify the process of getting your affairs in order.

  • Jan 23, 2023

  • Jan 28, 2023

  • Feb 2, 2023

  • Semi Valley, CA

2022 SEMINARS

  • Feb 10, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Feb 14, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Feb 15, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 14, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 15, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 18, 2022 - Get Your Affairs in Order at Rose District, Broken Arrow, OK

  • Mar 19, 2022 - Retirement & Estate Planning at Lee Summit, Missouri

  • Mar 21, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 26, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Aug 4, 2022 - Wills, Trusts & Probate, El Dorado County, California

  • Aug 4, 2022 - Wills, Trusts & Probate, El Dorado County, California

  • Aug 4, 2022 - Host: Women Advisors Team Building Retreat

  • Sept 26, 2022 - Women in Retirement, Rose District, Broken Arrow, OK

  • Oct 17, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Oct 21, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Nov 10, 2022 - Retirement & Estate Planning at Semi Valley, California

  • Nov 15, 2022 - Retirement & Estate Planning at Semi Valley, California

  • Nov 17, 2022 - Retirement & Estate Planning at St. Petersburg, FL

  • Nov 17, 2022 - Retirement & Estate Planning at St. Petersburg, FL

2021 SEMINARS

  • Feb 5, 2021 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Feb 10, 2021 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 8, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 8, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 11, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • May 6, 2021 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • May 8, 2021 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • June 12, 2021 10:30 AM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • June 14, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • June 14, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • July 27, 2021 - Biblical Estate Planning at Stoney Creek Conf Center, Broken Arrow, OK

  • Aug 10, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Aug 10, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Aug 12, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Oct 5, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Oct 5, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Oct 7, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Dec 2, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Dec 6, 2021 6 PM - Biblical Estate Planning at Stoney Creek Conf. Center, Broken Arrow, OK

2020 SEMINARS

  • June 23, 2020 - Host: "Parent Caregivers Online Summit" with guest panel

  • Oct 17, 2020 - Host: Advisor-Agent Training "Unlocking the Magic" Conference at Stoney Creek Conf. Center, Broken Arrow, OK

Past

Arkansa Sep 19

WILLS, TRUSTS & PROBATE SEMINAR

Learn How To Easily Get Your Affairs In Order! A FREE educational event about how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • September 19, 2024

    Thurs, 6:30 PM

  • NorthWest Arkansas Community College, 6101 Watkins Ave. Springdale, AR 72762  Second Floor

Florida event banner no time

WILLS, TRUSTS & PROBATE SEMINAR

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Tue - Wed, August 20-21, 2024

  • St. Petersburg College, 6700 8th Avenue North St. Petersburg, FL 33710

  • Call 727-804-9052 for more details.

new Florida pic

WILLS, TRUSTS & PROBATE SEMINAR

Learn How To Easily Get Your Affairs In Order! A 2-day FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Thur-Fri, July 11-12, 2024

  • St. Petersburg College, 6700 8th Avenue North St. Petersburg, FL 33710

  • Call 727-804-9052 for more details.

11041-11051-s-memorial-dr-tulsa-photo-2-of-3

THE DIFFERENCE BETWEEN WILLS & TRUSTS

Join us for an enlightening seminar where experts unravel the essential distinctions between wills and trusts, empowering you to make informed decisions about your estate planning.

  • June 26, 2024

    Wed, 6:30 - 8:00 P.M.

  • 11043 S Memorial Dr
    Tulsa, OK, 74133, USA

  • 918-853-8445

    Reach out to Terri Reagin for more information.

Arkansas College

WILLS & TRUSTS SEMINAR

Learn How To Easily Get Your Affairs In Order! A FREE 2-day educational event about how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • June 18 & 20, 2024

    Tues, 6:30 - 9:00 P.M.

  • NorthWest Arkansas Community College

    1 College Dr. Bentonville,
    AR 72712, USA

family, generation, gesture, home and people concept - happy family standing in front of house waving hands outdoors

WILLS, TRUSTS, PROBATE & ANNUITIES WORKSHOP

Learn How To Easily Get Your Affairs In Order! A FREE 2-day educational event about how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • May 21 - 22, 2024

    Tues - Wed, 10:30 A.M.

  • St. Petersburg, Florida

  • 727-804-9052

    Reach out for more info.

Faith-Driven Women Leaders Gathering to uplift, inspire, connect, and strengthen us to advance God's Kingdom in the marketplace.

  • Guest Speaker at C-Suite for Women

  • Fri May 10, 2024 8:30-10:00 AM

  • 810 S. Cincinnati Ave in Downtown Tulsa

NWACC campus

The Retirement Road using Wills, Trusts & Beating Probate

  • Thur March 14, 2024 6:30 PM

  • NorthWest Arkansas Community College

WILLS, TRUSTS, PROBATE & ANNUITIES WORKSHOP FINAL

WILLS, TRUSTS, PROBATE & ANNUITIES WORKSHOP

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Thur Feb 22, 2024 11:00 A.M.

  • St. Petersburg College Campus Library
    6700 8th Ave. North St Petersburg, FL 33710

    Directions: Corner of 8th Ave North & 67th St North

  • Call 727-804-9052 if lost or for directions.

using laptop

WILLS, TRUSTS, PROBATE & ANNUITIES WORKSHOP

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Wed Feb 21, 2024 2:00 P.M.

  • St. Petersburg / Gibbs Campus
    6605 5th Ave. North Science Building SC-144

    Directions: 5th Ave No West to 69th St No. Turn right on 69th St. Turn into the 1st parking lot on the right. Building titled SC-Natural Science Bldg. We will have signs out.

  • Call 727-804-9052 if lost or for directions.

image (6)

WILLS, TRUSTS, PROBATE & ANNUITIES WORKSHOP

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Tue Jan 23, 2024 3:00 P.M.

  • Wed Jan 24, 2024 11:00 A.M.

  • Thu Jan 25, 2024 11:00 A.M.

  • St. Petersburg College, Gibbs Campus Library, 6700 8th Avenue North, St. Petersburg, FL 33710

Bring God Into Your Business Summit

Explore the Intersection of Faith and Business at the 94X Summit on November 7, 2023 at the ORU Global Learning Center in Tulsa, Oklahoma. Doors will open at 8:15 AM. This will be a transformative day of learning, networking, and inspiration.

  • Tue Nov. 07, 2023 8:15 am

  • ORU Global Learning Center, Tulsa, OK 74133

ERTC ss

EMPLOYEE RETENTION TAX CREDIT MEETING

The Dos and Don'ts of Filing for your Employee Retention Tax Credit Refund. Don’t forfeit your refund and let the IRS keep your money!

  • Thu Oct. 05, 2023 7:30

  • TBA

new Florida pic

WILLS, TRUSTS & PROBATE SEMINAR

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Mon Sept. 25, 2023 1PM

  • Tue Sept. 26, 2023 11AM

  • Wed Sept. 27, 2023 3PM

  • St. Petersburg College, Gibbs Campus Library, 6700 8th Avenue North St. Petersburg, FL 33710

Audience taking pictures - Florida Workshop

RETIREMENT & ESTATE PLANNING

Learn How To Easily Get Your Affairs In Order! A FREE Educational event about Wills and Living Trusts. Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

  • Tue Aug. 15, 2023 11AM

  • Wed Aug. 16, 2023 6:30PM

  • Thu Aug. 17, 2023 1PM

  • St. Petersburg College, Gibbs Campus Library, 6700 8th Avenue North St. Petersburg, FL 33710

Jenna

ERTC REFUND - FREE MEETING

The Do's and Don'ts of Claiming Your Refund! Understand the Tax refund for employers who paid employee withholdings during the pandemic. The government allocated up to $26,000 per W2 employee that you employed during a specified window. Don’t forfeit your refund and let the IRS keep your money!

  • Thu Aug 3, 2023 11:30 AM & 3 PM

  • Stoney Creek Conf Center 200 W Albany St, BA (across from BassPro)

  • Live in Zoom

All About Cha Facebook Event Cover

ERTC REFUND - FREE MEETING

The Do's and Don'ts of Claiming Your Refund! Understand the Tax refund for employers who paid employee withholdings during the pandemic. The government allocated up to $26,000 per W2 employee that you employed during a specified window. Don’t forfeit your refund and let the IRS keep your money!

  • Wed Aug 2, 2023 2-3 PM

  • All About Cha (upstairs) 820 N Aspen Ave Broken Arrow (71/Aspen)

1 (1)

ERTC REFUND - FREE MEETING

The Do's and Don'ts of Claiming Your Refund! Understand the Tax refund for employers who paid employee withholdings during the pandemic. The government allocated up to $26,000 per W2 employee that you employed during a specified window. Don’t forfeit your refund and let the IRS keep your money!

  • Tue Aug 1, 2023 6:30-7:30 PM

  • C3 Event Center 8316 E 73rd St Tulsa (71/Memorial)

fb banner

PARENT CAREGIVERS & SPECIAL NEEDS ESTATE PLANNING, INTERVIEW

A FREE Educational Event and Informative Interview on Securing the Future for Your Loved Ones, Expert Insights and Practical Strategies.

Things no one told you when your child was diagnosed with special needs.

  • July 27, 2023 10:30 AM & 6:30 PM

  • Tulsa Community College, Southeast Campus, 10300 East 81st Street, Tulsa, OK 74133

hand-holding-paper-cut-family-figure

RETIREMENT & ESTATE PLANNING

A FREE Educational Event! Learn how to easily get your affairs in order. An Estate Plan is vital for any individual, couple or family that owns a home, has dependent children or has assets. Learn how updated trust laws & technology can help you get your affairs are in order.

  • May 23, 2023

  • May 25, 2023 11 AM

  • Tulsa Community College, Southeast Campus, 10300 East 81st Street, Tulsa, OK 74133

tulsa address April event

WILLS, TRUSTS & PROBATE

A FREE Educational Event! Learn how to easily get your affairs in order. An Estate Plan is vital for any individual, couple or family that owns a home, has dependent children or has assets. Learn how updated trust laws & technology can help you get your affairs are in order.

  • Tue April 25, 2023 11-12:30 PM

  • Tue April 25, 2023 6 - 7:30 PM

  • Tulsa Community College, Southeast Campus, 10300 East 81st Street, Tulsa, OK 74133

estate4

RETIREMENT & ESTATE PLANNING

Join us for a Free Educational Event! Discover how to easily organize your estate and protect your assets. Learn how recent updates to trust laws and advancements in technology can simplify the process of getting your affairs in order.

  • Jan 23, 2023

  • Jan 28, 2023

  • Feb 2, 2023

  • Semi Valley, CA

2022 SEMINARS

  • Feb 10, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Feb 14, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Feb 15, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 14, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 15, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 18, 2022 - Get Your Affairs in Order at Rose District, Broken Arrow, OK

  • Mar 19, 2022 - Retirement & Estate Planning at Lee Summit, Missouri

  • Mar 21, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 26, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Aug 4, 2022 - Wills, Trusts & Probate, El Dorado County, California

  • Aug 4, 2022 - Wills, Trusts & Probate, El Dorado County, California

  • Aug 4, 2022 - Host: Women Advisors Team Building Retreat

  • Sept 26, 2022 - Women in Retirement, Rose District, Broken Arrow, OK

  • Oct 17, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Oct 21, 2022 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Nov 10, 2022 - Retirement & Estate Planning at Semi Valley, California

  • Nov 15, 2022 - Retirement & Estate Planning at Semi Valley, California

  • Nov 17, 2022 - Retirement & Estate Planning at St. Petersburg, FL

  • Nov 17, 2022 - Retirement & Estate Planning at St. Petersburg, FL

2021 SEMINARS

  • Feb 5, 2021 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Feb 10, 2021 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 8, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 8, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Mar 11, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • May 6, 2021 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • May 8, 2021 - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • June 12, 2021 10:30 AM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • June 14, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • June 14, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • July 27, 2021 - Biblical Estate Planning at Stoney Creek Conf Center, Broken Arrow, OK

  • Aug 10, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Aug 10, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Aug 12, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Oct 5, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Oct 5, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Oct 7, 2021 6 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Dec 2, 2021 1 PM - Wills, Trusts & Probate at Stoney Creek Conf. Center, Broken Arrow, OK

  • Dec 6, 2021 6 PM - Biblical Estate Planning at Stoney Creek Conf. Center, Broken Arrow, OK

2020 SEMINARS

  • June 23, 2020 - Host: "Parent Caregivers Online Summit" with guest panel

  • Oct 17, 2020 - Host: Advisor-Agent Training "Unlocking the Magic" Conference at Stoney Creek Conf. Center, Broken Arrow, OK