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7134 S. Yale Ave.
Suite 700
Tulsa, OK 74136



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.

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