Join us from the comfort, safety, and convenience of your own home or office!
These webinars will be hosted on Zoom.
For All Parman & Easterday Clients and Friends
Join Us for a Free, Valuable Client Education Program Revealing How to…
Preserve and Protect Your Legacy; Be a Successful Successor Trustee; Navigate Tax Timebombs; and More!
Tuesday, May 23, 2023
2 – 4 PM or 6 – 8 PM
Hosted by Parman & Easterday
Location:
Central OK Home Builders Assoc Event Center
420 E Britton Rd, Oklahoma City, OK 73114
Use the entrance on the right.
Fill out the form below….
or call our 24/7 registration hotline at (405) 286-9009 to RSVP!
Attendees will discover:
- The art of protecting your assets from the devastating costs of long-term health care.
- A comprehensive guide to the roles and responsibilities of your Successor Trustee(s).
- The invaluable advantages of having your estate planning attorney double as your financial coach.
- Crucial updates on tax changes that directly affect your estate plan and financial future.
Invite your Successor Trustee(s), loved ones, and friends who will greatly benefit from this insightful program.
Program Agenda:
- A Tale of Triumph and Cutting Edge Ways to Protect Assets from Long-Term Care Costs.
- Trust Administration Demystified: What You and Your Trustee Must Know.
- Double Trouble: Don’t Get Stuck Having Two Plans by Mistake!
- The Power, Value, and Benefits of Having Your Estate Planning Attorney as Your Financial Coach.
- Tax Talk: What You Must Know for 2023!