Keeping a plan current
A Winning Game Plan
Across the country, families are gathering for Friday night lights, Saturday college rivalries, and Sunday afternoons spent cheering on their favorite teams.
·4 min readEstate planning
Network Chairman in Norman!
This is an entry from the firm’s news archive. It is kept as it was written, and it describes an event that has already happened. For current guidance, start with our articles or a Right Fit Call.
It was our privilege to host an educational lunch event for our local professional advisors with a special guest speaker all the way from Indianapolis! On October 26, Rick Randall, Chairman of the National Network of Estate Planning Attorneys joined us to share the latest in the world of estate planning.
Richard L. Randall, JD, CFP, CLU, ChFC, Chairman and CEO of the National Network of Estate Planning Attorneys, spoke to us about the latest cutting-edge estate planning strategies to help clients create “plans that work” while helping our Planning Partners retain Assets Under Management. Rick speaks nationally on various estate planning topics such as Wealth Reception Planning Process™, Three Step Strategy Planning Process™, and retirement and estate plan integration.
Rick has been one of our greatest resources and mentors since the beginning of our estate planning firm. We are very thankful that he came to share his wealth of knowledge and experience with our friends and colleagues right here in our town! We also have so much gratitude for all of our friends and colleagues - the local professional advisors - who were able to join us that day. And, not in the least, we are incredibly thankful to our host location, Legends Times Two, for serving us an amazing lunch with wonderful service and a matching atmosphere.
We look forward to more events like this in the future!
More from Insights
Keeping a plan current
Getting started
Back to School, Back to Life: Why This Season Is the Perfect Time to Get Your Affairs in Order
As summer winds down, families naturally start getting organized again. Calendars come back out. Routines return. People begin thinking about the months ahead rather than just the weekend in front of them.
·5 min read
Family conversations
From Game Day to Life Planning: Why OU’s SEC Era Reminds Us to Keep Our Estate Plan Up to Date
If you've lived in Norman for very long, you've probably noticed things feel a little different these days. With OU joining the SEC, our city is stepping onto a much bigger stage. Game days are bigger. The spotlight is brighter.
·5 min read
Practical estate planning guide
The 7-Step Family Protection Workbook: Will Your Estate Plan Work When Your Family Needs It Most?
The workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
- The 7-Step Family Protection Workbook: free, a one-time download
- A Matter of Trust: a letter from Tamara about once a week, with workshop dates before they fill
- Written by Tamara, not by a marketing department