Heading Estate Planning Portfolio
Everything You Need to Know About
Your Estate Planning Portfolio
An Explanation of Each Section, Which Documents to Use for What and
Answers to Your Most Frequently Asked Questions.
Tuesday, April 8, 2025
6:00 PM – 8:00 PM
Central Oklahoma Home Builders Association
420 E Britton Rd; Oklahoma City, OK 73114
OR
Watch via Zoom from the comfort and convenience
of your own home or office.
As a valued Member of the Parman & Easterday Family, you have transformed your Legacy from being a burden to your loved ones to being their hero through purpose-driven Estate Planning. Your Estate Planning Portfolio represents a treasure chest protecting you, your loved ones, Legacy, values, purpose, nest egg, home and so much more. We also know it is a big binder full of lots of documents and legal stuff, and it can get a little confusing knowing which documents to use for what.
That is why we are holding a free virtual Client Education Program to discuss the contents of your Estate Planning Portfolio, explain which documents are used for what, and answer your Most Frequently Asked Questions. Make sure you bring your Portfolio to the webinar.
P.S. Invite your loved ones and successor trustees to join so they know how to use the Portfolio as well! P.P.S. Have your Estate Planning Portfolio ready for the webinar.
REGISTER NOW!
Yes! I want to attend this Estate Planning Education Program!
About the Speakers:
Attorneys, Larry Parman and Maris Moore
Estate Planning Attorneys Larry Parman and Maris Moore are noted speakers on estate and legacy planning. Their Education Programs are said to be entertaining, informative, and easy-to-understand. Parman & Easterday is the only member of the American Academy of Estate Planning Attorneys in Oklahoma. Money Magazine and Suze Orman – in her book 9 Steps to Financial Freedom – recommend the American Academy as a top legal source.