May – We Can Help You Create the Perfect Estate Plan!
April – IRA Charitable Rollover: A Higher Degree of Giving
March – Simple Solutions Your Clients Will Appreciate!
February – Our Services Can Help You, Your Clients and Your Career!
Jan. 18 – Help Your Clients Find a Charity They LOVE This Valentine’s Day!
Jan. 4 – Help Your Clients Achieve Their Financial Goals This Year With the Oklahoma City Community Foundation!