Calendar

Feb
22
Thu
February 22, 2018- What the Statistics Say About Promoting Bequests @ Westlake Corporate Center (Searcy bldg. Rm. Plaza 4)
Feb 22 @ 11:30 am – 1:00 pm

What the Statistics Say About Promoting Bequests

Speaker: Michael P. Romero, Vice President, Trust Counsel for the Baptist Foundation of Oklahoma

Michael P. Romero is vice president, trust counsel for The Baptist Foundation of Oklahoma. He came to the Foundation in 2001 from the tax and estate planning practice group of the Oklahoma City law firm of McAfee & Taft. For the foundation, Mike counsels donors on planned giving and estate planning and advises the Foundation in the areas of trust administration, probate, governance and other legal matters. Mike received his Bachelor of Business Administration degree from Oklahoma Baptists University in 1992, with a dual emphasis in management and banking & finance. He is also a graduate of the University of Oklahoma College of Law and was admitted to the Oklahoma Bar in September 1998. Mike is currently the Vice President of the Oklahoma Planned Giving Council.

Apr
5
Thu
April 5, 2018- Save the Date- Monthly Meeting @ Westlake Corporate Center (Searcy bldg. Rm. Plaza 4)
Apr 5 @ 11:30 am – 1:00 pm

 

Speaker: Christopher Hoyt
May
24
Thu
May 24, 2018- Medical Issues in Estate Planning @ Westlake Corporate Center (Searcy bldg. Rm. Plaza 4)
May 24 @ 11:30 am – 1:00 pm

Medical Issues in Estate Planning

Speaker: Dr. Kimberly Garner, MD, JD, Assistant Professor at the Donald W. Reynolds Center on Aging at the University of Arkansas for Medical Sciences

Jun
28
Thu
June 28, 2018- Save the Date- Monthly Meeting @ Westlake Corporate Center (Searcy bldg. Rm. Plaza 4)
Jun 28 @ 11:30 am – 1:00 pm

Speaker: Nathan Stelter, Vice President of Business Development and Marketing for The Stelter Company

Aug
23
Thu
August 23, 2018- Save the Date- Monthly Meeting @ Westlake Corporate Center (Searcy bldg. Rm. Plaza 4)
Aug 23 @ 11:30 am – 1:00 pm
Speaker: Tim Prosser, TIAA Kaspick
Sep
27
Thu
September 27, 2018- Save the Date- Monthly Meeting @ Westlake Corporate Center (Searcy bldg. Rm. Plaza 4)
Sep 27 @ 11:30 am – 1:00 pm
Speaker: TBD
Oct
25
Thu
October 25, 2018- Save the Date- Monthly Meeting @ Westlake Corporate Center (Searcy bldg. Rm. Plaza 4)
Oct 25 @ 11:30 am – 1:00 pm
Speaker: TBD