Managing your wealth isn’t just about planning for the near future. It is also about the legacy you want to leave. Join us for our monthly Estate Planning Educational Seminar, hosted by Arvest Wealth Management. At each session, we will feature estate planning topics and discussion led by Brian Ross, CTFA.

Light refreshments will be provided at each session.

 

Topics and Dates

 

March 3: Low Cost Alternates to Wills & Trusts 

Arvest Bank Tower- 6th Floor

100 SE Frank Phillips Blvd.

Bartlesville, Oklahoma 74006

10:00 – 11:30AM and 6:30-8:00PM

 

April 7: Impact of the New SECURE Act on Estate Planning

Arvest Bank Tower- 6th Floor

100 SE Frank Phillips Blvd.

Bartlesville, Oklahoma 74006

10:00 – 11:30AM and 6:30-8:00PM

 

May 5: Healthcare Directives

Arvest Bank Eastside Branch

4225 SE Adams Road

Bartlesville, Oklahoma 74006

10:00 – 11:30AM and 6:30-8:00PM

 

June 9: How to Select an Executor or Trustee

Arvest Bank Eastside Branch

4225 SE Adams Road

Bartlesville, Oklahoma 74006

10:00 – 11:30AM and 6:30-8:00PM

 

July 7: Estate Planning for Blended Families

Arvest Bank Eastside Branch

4225 SE Adams Road

Bartlesville, Oklahoma 74006

10:00 – 11:30AM and 6:30-8:00PM

 

August 4: Retirement Plans and Pensions in Estate Planning

Arvest Bank Eastside Branch

4225 SE Adams Road

Bartlesville, Oklahoma 74006

10:00 – 11:30AM and 6:30-8:00PM

 

September 15: Revocable vs. Irrevocable Trusts

Arvest Bank Eastside Branch

4225 SE Adams Road

Bartlesville, Oklahoma 74006

10:00 – 11:30AM and 6:30-8:00PM

 

October 6: Can I Change My Will or Trust?

Arvest Bank Eastside Branch

4225 SE Adams Road

Bartlesville, Oklahoma 74006

10:00 – 11:30AM and 6:30-8:00PM

 

If you have any questions or would like to register for an upcoming session, please contact Brian Ross at bross1@arvest.com or (918)337-3417.