Chapter Meetings

Monthly CE and Networking Luncheons

Are held the 3rd Thursday of the month from 11:30 am - 1:00 pm (unless noted) at Oklahoma Joe’s BBQ located at 6175 E. 61st Street, Tulsa OK 74136

January 18, 2024 - Arvest Portfolio Analyst, Alex Jantsch
Economic & Market UpdateFraud & Cybercrime

February 15, 2024 - Trinity Woods Chief Executive Officer, Steven H. Dickie and VP of Philanthropy & Community Engagement, Bonnie J. Polak - Senior Living 101

March 21, 2024
April 18, 2024
May 16, 2024
June 20, 2024
July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024
December - No Meeting

TWO HOUR CE - program will begin promptly at 11:30 am and run until 1:15 pm

All meeting topics will be submitted for 1 hour of CFP® Continuing Education Credit unless noted

In the event the meeting you are interested in is not listed, please reach out to our Chapter Executive at tiffany.a.chaney@outlook.com.

Monthly Board Meetings

The Board will met on the 4th Wednesday of each month at Noon in the Trust Company of Oklahoma meeting room.

January 24 July 24
February 28 August 28
March 27 September 25
April 24 October 23
May 22 November 27
June 26 December TBD

Email our Chapter Executive at tiffany.a.chaney@outlook.com if you'd like to attend a board meeting.