Our meetings are held on a Thursday from 11:30 am – 1:00 pm, with lunch beginning at 11:15, in the months of February, April, September and November at the Oklahoma City Community Foundation. Continuing education credit is provided for most meetings.

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April 2018

Basics of Legacy Marketing & Next Steps in Legacy Gifts for Professional Advisors and Charities

April 26 @ 10:15 am - 1:00 pm

Hank Zachry, President of Caswell, Zachry and Grizzard   Part 1: Keys to Successful Planned Gifts Marketing & Cultivation April 26 @ 10:15 – 11:15 a.m. This program is a free event. Lunch is not included. This program does not…

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