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.
- This event has passed.
Professional Collaborations to Better Serve Individuals & Families for Senior Clients, Donors & Family Members
November 7, 2019 @ 11:30 am - 1:00 pm
- Brian Hill, MidFirst;
- Jeff Villio, Purview Life;
- Steve Kaestner, Ironhorse Wealth Management
“Alone we can do so little; together we can do so much.” – Helen Keller
Isn’t that the truth? Far too often we work independently from other professionals, leaving it up to the client to piece together all the information.When we collaborate with other professionals who possess different strengths and expertise, then we can provide the highest quality service and care for our clients.
Brian, Steve and Jeff make up a wonderfully curated panel and will discuss the importance of cross-industry relationships and how collaboration improves the experience for clients and professionals alike.
ALERT: DIFFERENT LOCATION – This event will be held at The Baptist Foundation of Oklahoma