Continuum: Connecting Today's Decisions to Tomorrow's Outcomes

Continuum

presented by WatersEdge and Legacy Succession

An event designed for business owners and professional advisors exploring strategies in charitable planning, succession, and leadership.

Together with leading industry experts, we’ll explore strategies that strengthen your business planning and help you better serve your clients.

DATE: Friday, May 1

TIME: 8:30AM – 1:00PM

WHERE: 300 Johnny Bench Drive, OKC

COST: Free

Please park at the WatersEdge Building (300 Johnny Bench Dr., OKC), in the guest parking lot on the east side of the building.
We have requested that this program be approved for 2 hours of continuing education credit for CFP® professionals. An attendance certificate will be provided for submission to other continuing education administrators.

8:30 A.M.	Arrival, Check-In, and Continental Light Breakfast
9:00 A.M.	Charitable Planning with Retirement & Non-Cash Assets Presented by WatersEdge
10:00 A.M.	Foundation of Business Succession and Family Governance in a Wealth Management Practice Presented by Legacy & Succession
11:00 A.M.	Leadership in Times of Disruption Presented by Jeremie Kubicek
12:00 P.M.	Lunch
Post-Lunch	WatersEdge invites you to join us on a Bricktown Water Taxi ride immediately following lunch!

Please register by April 27.