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Estate and Retirement Planning Essentials

  • OU - Tulsa 4502 East 41st Street Tulsa, OK, 74135 United States (map)

Fall 2016 Planned Giving Partnership Seminar

JOIN US FOR AN INFORMATIVE SEMINAR ABOUT THE FOLLOWING TOPICS:

  • The Importance of Estate Planning
  • Essential Estate Planning Documents
  • Beneficiary Designations
  • The Federal Estate Tax
  • Gifting

The importance of estate planning has grown as our world has become increasingly complex; thus estate planning is a fundamental part of managing your resources today.  Additionally, over the past few years, there has been a dramatic shift in retirement planning as future and current retirees have shifted their focus from asset accumulation to income and legacy planning. 

This seminar will help you create a baseline to better understand essential estate and retirement planning issues.  These two areas must work together to ensure your assets work for you.  

lease call or email the contact below to RSVP directly to: Suzy Sharp  ssharp@yst.org or call 918-382-4401.

Earlier Event: September 24
YST Coffee House - Movie Night!
Later Event: September 27
Talk and Tour Tuesdays!