08/10/21 and 08/11/21

Oklahoma Estate Law Workshops - Bartlesville, OK

They were able to set my mind at ease that my wishes after I died were going to be just what I wanted. I am very pleased at how professional and caring they all were during this COVID-19 shutdown. And am pleased I decided to go with them. Look forward to working with them in the future. - Debra

What You'll Learn

Estate and Financial Planning Workshop

  • We’re going to show you what you need to be doing now to protect your home, assets, and family from predators.
  • We’ll explain the documents that safeguard everything that you’ve worked hard for, so you can make informed decisions for you and your loved ones.
  • We even explain how tax and financial planning can help you keep what you’ve earned and grow your retirement wealth - something your accountant can’t do.

You'll learn all of this, and much more.

Details:

Tuesday, August 10th

1:30 PM

or

6:00 PM

Wednesday, August 11th

10:30 AM

or

1:30 PM

The workshop will be located at:

Tri County Tech
Cherokee Room


6101 Nowata Road
Bartlesville, OK 74006