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Planning with Purpose: Estate & Tax Strategies-Tulsa
November 19 @ 12:30 pm – 1:30 pm
Join NewView Oklahoma for a free Lunch & Learn focused on helping you make informed, confident decisions about your financial future. Enjoy a complimentary lunch while learning practical estate and tax planning strategies from experts at Mariner Wealth Advisors.
You’ll learn:
- Why estate planning matters for everyone — not just the wealthy
- Which essential documents protect you and your family
- How to avoid the most common (and costly) mistakes
- Smart charitable giving strategies to maximize your impact and minimize taxes, including updates on the One Big Beautiful Bill (OBBB)
Seats are limited — reserve your spot today!
Thursday, November 19 | 12:30 – 1:30 p.m.
Location: Tulsa Legacy Plaza, Room 202