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7134 S. Yale Ave.
Suite 700
Tulsa, OK 74136
918-493-4190

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Events

Throughout the year, there are several opportunities to meet with Gary, Denise, Kraig and the friendly staff at Regent Financial Services.

 

Advanced Estate Planning Concepts

June 20, 2017 6:30p - 7:30p Central Standard Time

Classroom at Regent Financial Services

Virtually everyone needs a basic estate plan, but many people need to go beyond the basics. Advanced estate planning concepts can benefit any individual who has special concerns. A few topics to be discussed are minimizing transfer taxes, equalizing the spouses' estates, and optimizing the marital deduction.

Event Registration






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