Norman
Thursday, October 8 · 1:00 pm or 6:00 pm
Will Your Family Know What to Do?
Our office, 1770 West Main Street, Norman
Learning is where most families start with us. Come to a Path to Planning workshop in Norman or Oklahoma City and, as an Estate Planners for Life Member, keep learning with us for as long as your plan is in place.
For families getting started
Path to Planning Workshop Series
October: Will Your Family Know What to Do? 5 things you can do now to help your family later. One sign-up for each location: choose Norman or Oklahoma City, pick your date and time, and you are registered in about a minute.
For our Members
Member Education
Estate Planners for Life Members keep learning with us long after their plan is signed. These sessions are for EPFL Members and the people named in their plans. Dates and registration are shared with Members directly.
New Client Orientation
For families who have just completed their plan. How the Estate Planners for Life program works, what we commit to do, and what we count on you to tell us.
Back to Basics
A refresher on the essentials of your plan: how your trust works, who does what, and how to keep it current.
Trustee Training
For the people our Members have named as trustees. What the role asks of them, and how to carry it out when the time comes.
Beneficiary Training
For the people who will one day receive what our Members leave. What to expect, and how the plan is designed to work for them.
Monthly Funding Forum
A working session on funding your trust: retitling accounts and property and checking beneficiary designations, so your assets are held the way your plan intends.
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
Not ready for a room full of people?
That is completely fine. A Right Fit Call is a short, private conversation to see whether we are the right firm for your family.
Inside the firm
What one of our events actually looks like
Before you decide whether to come to a workshop, here is the room. Exposed brick, string lights, and a couple of hundred Oklahoma families who have been with us for years.
Schedule a Right Fit Call
Questions about attending
Workshops and Member Education
How our educational events work, what the difference is between them, and how to sign up.
Do I have to register in advance?
Yes, please register in advance. Seats are limited by the room, and registering is how we know how many to set. Registration takes about a minute and shows you the dates currently open for each location.
Is there a cost to attend an event?
No. Every workshop Estate Planners for Life hosts is free, and nothing is sold at them.
Can financial advisors and CPAs attend?
Yes, and many do. We also co-host planning sessions with financial professionals across the Oklahoma City metro. If you advise clients and want to attend or co-host rather than simply refer, our planning partners page explains how we work alongside advisors and accountants.
What if I cannot make any of the scheduled dates?
Request a Right Fit Call instead. The workshop is the easiest introduction, but it is not a prerequisite for anything, and a short conversation will get you further than waiting for a date that works. You can also call the office at (405) 364-2246.
More questions are answered on our estate planning FAQ, or ask us yours on a Right Fit Call.