Join us for lunch, education, and networking!  If you are familiar with the topic of estate planning, you are aware of the complexity of the subject.  We often hold educational events to introduce the basics of estate planning to anyone interested.  

 We have planned one Lunch & Learn each month with a different specific estate planning topic with an emphasis on how advisors and estate planning attorneys can work together in mutually beneficial ways.  We encourage you to attend every lunch, or attend the lunches with the topics you are most interested in learning about!

As always, our Lunch & Learn events are a great opportunity for you to build knowledge that is helpful to you as you provide the best services to your clients.  We look forward to learning more about you as well, and the services that you provide your clients.

Contact us to sign up for this event:

405-364-2246

1770 West Main Street, Norman OK 73069

Join us for lunch, education, and networking!  If you are familiar with the topic of estate planning, you are aware of the complexity of the subject.  We often hold educational events to introduce the basics of estate planning to anyone interested.  

 We have planned one Lunch & Learn each month with a different specific estate planning topic with an emphasis on how advisors and estate planning attorneys can work together in mutually beneficial ways.  We encourage you to attend every lunch, or attend the lunches with the topics you are most interested in learning about!

As always, our Lunch & Learn events are a great opportunity for you to build knowledge that is helpful to you as you provide the best services to your clients.  We look forward to learning more about you as well, and the services that you provide your clients.

Contact us to sign up for this event:

405-364-2246

1770 West Main Street, Norman OK 73069

Join us for lunch, education, and networking!  If you are familiar with the topic of estate planning, you are aware of the complexity of the subject.  We often hold educational events to introduce the basics of estate planning to anyone interested.  This year we are adding even more to our educational events.  We have planned one Lunch & Learn each month with a different specific estate planning topic!  Any of these lunches will give you a more in depth knowledge of estate planning.  We encourage you to attend every lunch, or attend the lunches with the topics you are most interested in learning about!

As always, our Lunch & Learn events are a great opportunity for you to build knowledge that is helpful to you as you provide the best services to your clients.  We look forward to learning more about you as well, and the services that you provide your clients.

November Topic: Empowered Inheritance Program

2018 Calendar of Lunch & Learn Topics:

Lunches are held on scheduled Thursdays from 11:30am to 1:00pm

1.      Trusts are for Everyone

2.     School Bus Trusts 

3.      The Divided Trusteeship

4.     Amendable "Irrevocable" Trusts

5.     Balancing Federal Estate and Capital Gains Tax Planning

6.    The “Cookie Jar” Power

7.    Retirement Plan Integration

8.    Disability Planning

9.   Controlled Settlement Costs

10. Empowered Inheritance Program

11.   Proactive Elder Law

12.  Relevant Estate Planning Topic

*CPA's: Certificates of Attendance are available for each event for Continuing Education credit.

CONTACT US REGISTER:

405-364-2246

EPFL@CAINANDCAINLAW.COM

For the monthly Partners in Planning Lunch and Learn series, we are excited to have a nationally recognized guest speaker for the October Lunch and Learn.

Richard L. Randall, JD, CFP, CLU, ChFC, Chairman and CEO of the National Network of Estate Planning Attorneys, will be introducing the latest cutting-edge estate planning strategies to help clients create “plans that work” while helping our Planning Partners retain Assets Under Management.  Rick speaks nationally on various estate planning topics such as Wealth Reception Planning Process™, Three Step Strategy Planning Process™, and retirement and estate plan integration.

For the special occasion we are having this lunch event at LEGENDS RESTAURANT on Lindsey Street in Norman. Please come and enjoy lunch on us and this rare opportunity to learn from the Chairman of the National Network of Estate Planning Attorneys.

Contact us to reserve your seat at the table:

405-364-2246

EPFL@CainandCainLaw.com

Join us for lunch, education, and networking!  If you are familiar with the topic of estate planning, you are aware of the complexity of the subject.  We often hold educational events to introduce the basics of estate planning to anyone interested.  This year we are adding even more to our educational events.  We have planned one Lunch & Learn each month with a different specific estate planning topic!  Any of these lunches will give you a more in depth knowledge of estate planning.  We encourage you to attend every lunch, or attend the lunches with the topics you are most interested in learning about!

As always, our Lunch & Learn events are a great opportunity for you to build knowledge that is helpful to you as you provide the best services to your clients.  We look forward to learning more about you as well, and the services that you provide your clients.

August 9 Topic: Disability Planning

- Plan so as to control the transfer of control: the When, Who and What.

2018 Calendar of Lunch & Learn Topics:

Lunches are held on scheduled Thursdays from 11:30am to 1:00pm

1.      Trusts are for Everyone

2.     School Bus Trusts 

3.      The Divided Trusteeship

4.     Amendable "Irrevocable" Trusts

5.     Balancing Federal Estate and Capital Gains Tax Planning

6.    The “Cookie Jar” Power

7.    Retirement Plan Integration

8.    Disability Planning

9.   Controlled Settlement Costs

10. Empowered Inheritance Program

11.   Proactive Elder Law

12.  Relevant Estate Planning Topic

*CPA's: Certificates of Attendance are available for each event for Continuing Education credit.

CONTACT US REGISTER:

405-364-2246

EPFL@CAINANDCAINLAW.COM

Lunch & Learn in 2018:

Join us for lunch, education, and networking!  If you are familiar with the topic of estate planning, you are aware of the complexity of the subject.  We often hold educational events to introduce the basics of estate planning to anyone interested.  This year we are adding even more to our educational events.  We have planned one Lunch & Learn each month with a different specific estate planning topic!  Any of these lunches will give you a more in depth knowledge of estate planning.  We encourage you to attend every lunch, or attend the lunches with the topics you are most interested in learning about!

As always, our Lunch & Learn events are a great opportunity for you to build knowledge that is helpful to you as you provide the best services to your clients.  We look forward to learning more about you as well, and the services that you provide your clients.

June 21 Topic: The "Cookie Jar" Power

The “Cookie Jar Power” – Slay the mythical monster of income tax problems with trusts.  In the past, trust beneficiaries often had to balance growing their Trust assets with paying the higher trust income tax rates.  But what if the beneficiary doesn’t need the income?  What if they want to keep the trust growth in the trust for its protections, but not have to pay the super high trust income tax rates?  Come learn how inherited trust beneficiaries can now grow their inherited trust, retain the protections of the irrevocable trust, and not be subject to the high trust income tax rates. 

2018 Calendar of Lunch & Learn Topics:

Lunches are held on scheduled Thursdays from 11:30am to 1:00pm

1.      Trusts are for Everyone

2.     School Bus Trusts 

3.      The Divided Trusteeship

4.     Amendable "Irrevocable" Trusts

5.     Balancing Federal Estate and Capital Gains Tax Planning

6.    The “Cookie Jar” Power

7.    Retirement Plan Integration

8.    Disability Planning

9.   Controlled Settlement Costs

10. Empowered Inheritance Program

11.   Proactive Elder Law

12.  Relevant Estate Planning Topic

*CPA's: Certificates of Attendance are available for each event for Continuing Education credit.

Contact us register:

405-364-2246

EPFL@CainandCainLaw.com

www.CainandCainLaw.com/register

Lunch & Learn in 2018:

Join us for lunch, education, and networking!  If you are familiar with the topic of estate planning, you are aware of the complexity of the subject.  We often hold educational events to introduce the basics of estate planning to anyone interested.  This year we are adding even more to our educational events.  We have planned one Lunch & Learn each month with a different specific estate planning topic!  Any of these lunches will give you a more in depth knowledge of estate planning.  We encourage you to attend every lunch, or attend the lunches with the topics you are most interested in learning about!

As always, our Lunch & Learn events are a great opportunity for you to build knowledge that is helpful to you as you provide the best services to your clients.  We look forward to learning more about you as well, and the services that you provide your clients.

April 19 Topic: Balancing Federal Tax & Capital Gains Tax

2018 Calendar of Lunch & Learn Topics:

Lunches are held on scheduled Thursdays from 11:30am to 1:00pm

1.      Trusts are for Everyone (CFP Continuing Education Approved)

2.     School Bus Trusts (CFP Continuing Education Approved)

3.      The Divided Trusteeship

4.     Amendable "Irrevocable" Trusts

5.     Balancing Federal Estate and Capital Gains Tax Planning

6.    The “Cookie Jar” Power

7.    Retirement Plan Integration

8.    Disability Planning

9.   Controlled Settlement Costs

10. Empowered Inheritance Program

11.   Proactive Elder Law

12.  Relevant Estate Planning Topic

*inquire about CFP Continuing Education Credit for approved events.

*CPA's: Certificates of Attendance are available for each event for Continuing Education credit.

Contact us register:

405-364-2246

EPFL@CainandCainLaw.com

www.CainandCainLaw.com/register

Lunch & Learn in 2018:

Join us for lunch, education, and networking!  If you are familiar with the topic of estate planning, you are aware of the complexity of the subject.  We often hold educational events to introduce the basics of estate planning to anyone interested.  This year we are adding even more to our educational events.  We have planned one Lunch & Learn each month with a different specific estate planning topic!  Any of these lunches will give you a more in depth knowledge of estate planning.  We encourage you to attend every lunch, or attend the lunches with the topics you are most interested in learning about!

As always, our Lunch & Learn events are a great opportunity for you to build knowledge that is helpful to you as you provide the best services to your clients.  We look forward to learning more about you as well, and the services that you provide your clients.

April 19 Topic: Amendable "Irrevocable" Trusts

2018 Calendar of Lunch & Learn Topics:

Lunches are held on scheduled Thursdays from 11:30am to 1:00pm

1.      Trusts are for Everyone (CFP Continuing Education Approved)

2.     School Bus Trusts (CFP Continuing Education Approved)

3.      The Divided Trusteeship

4.     Amendable "Irrevocable" Trusts

5.     Balancing Federal Estate and Capital Gains Tax Planning

6.    The “Cookie Jar” Power

7.    Retirement Plan Integration

8.    Disability Planning

9.   Controlled Settlement Costs

10. Empowered Inheritance Program

11.   Proactive Elder Law

12.  Relevant Estate Planning Topic

*inquire about CFP Continuing Education Credit for approved events.

*CPA's: Certificates of Attendance are available for each event for Continuing Education credit.

Contact us register:

405-364-2246

EPFL@CainandCainLaw.com

www.CainandCainLaw.com/register

Lunch & Learn in 2018:

Join us for lunch, education, and networking!  If you are familiar with the topic of estate planning, you are aware of the complexity of the subject.  We often hold educational events to introduce the basics of estate planning to anyone interested.  This year we are adding even more to our educational events.  We have planned one Lunch & Learn each month with a different specific estate planning topic!  Any of these lunches will give you a more in depth knowledge of estate planning.  We encourage you to attend every lunch, or attend the lunches with the topics you are most interested in learning about!

As always, our Lunch & Learn events are a great opportunity for you to build knowledge that is helpful to you as you provide the best services to your clients.  We look forward to learning more about you as well, and the services that you provide your clients.

February 8, 2018: Divided Trusteeships

Modern trust design divides trustee roles for maximum protection coupled with maximum flexibility..

2018 Calendar of Lunch & Learn Topics:

Lunches are held on scheduled Thursdays from 11:30am to 1:00pm

1.      Trusts are for Everyone (CFP Continuing Education Approved)

2.     School Bus Trusts (CFP Continuing Education Approved)

3.      The Divided Trusteeship

4.     Amendable "Irrevocable" Trusts

5.     Balancing Federal Estate and Capital Gains Tax Planning

6.    The “Cookie Jar” Power

7.    Retirement Plan Integration

8.    Disability Planning

9.   Controlled Settlement Costs

10. Empowered Inheritance Program

11.   Proactive Elder Law

12.  Relevant Estate Planning Topic

*inquire about CFP Continuing Education Credit for approved events.

*CPA's: Certificates of Attendance are available for each event for Continuing Education credit.

Contact us register:

405-364-2246

EPFL@CainandCainLaw.com

www.CainandCainLaw.com/register

Lunch & Learn in 2018:

Join us for lunch, education, and networking!  If you are familiar with the topic of estate planning, you are aware of the complexity of the subject.  We often hold educational events to introduce the basics of estate planning to anyone interested.  This year we are adding even more to our educational events.  We have planned one Lunch & Learn each month with a different specific estate planning topic!  Any of these lunches will give you a more in depth knowledge of estate planning.  We encourage you to attend every lunch, or attend the lunches with the topics you are most interested in learning about!

As always, our Lunch & Learn events are a great opportunity for you to build knowledge that is helpful to you as you provide the best services to your clients.  We look forward to learning more about you as well, and the services that you provide your clients.

February 8, 2018: School Bus Trusts

See more details about this topic soon.

2018 Calendar of Lunch & Learn Topics:

Lunches are held on scheduled Thursdays from 11:30am to 1:00pm

1.      Trusts are for Everyone (CFP Continuing Education Approved)

2.     School Bus Trusts (CFP Continuing Education Approved)

3.      The Divided Trusteeship

4.     Amendable "Irrevocable" Trusts

5.     Balancing Federal Estate and Capital Gains Tax Planning

6.    The “Cookie Jar” Power

7.    Retirement Plan Integration

8.    Disability Planning

9.   Controlled Settlement Costs

10. Empowered Inheritance Program

11.   Proactive Elder Law

12.  Relevant Estate Planning Topic

*inquire about CFP Continuing Education Credit for approved events.

*CPA's: Certificates of Attendance are available for each event for Continuing Education credit.

Contact us register:

405-364-2246

EPFL@CainandCainLaw.com

www.CainandCainLaw.com/register

Lunch & Learn in 2018:

Join us for lunch, education, and networking!  If you are familiar with the topic of estate planning, you are aware of the complexity of the subject.  We often hold educational events to introduce the basics of estate planning to anyone interested.  This year we are adding even more to our educational events.  We have planned one Lunch & Learn each month with a different specific estate planning topic!  Any of these lunches will give you a more in depth knowledge of estate planning.  We encourage you to attend every lunch, or attend the lunches with the topics you are most interested in learning about!

As always, our Lunch & Learn events are a great opportunity for you to build knowledge that is helpful to you as you provide the best services to your clients.  We look forward to learning more about you as well, and the services that you provide your clients.

February 8, 2018: Trusts are for Everyone

2018 Calendar of Lunch & Learn Topics:

Lunches are held on scheduled Thursdays from 11:30am to 1:00pm

1.      Trusts are for Everyone (CFP Continuing Education Approved)

2.     School Bus Trusts (CFP Continuing Education Approved)

3.      The Divided Trusteeship

4.     Amendable "Irrevocable" Trusts

5.     Balancing Federal Estate and Capital Gains Tax Planning

6.    The “Cookie Jar” Power

7.    Retirement Plan Integration

8.    Disability Planning

9.   Controlled Settlement Costs

10. Empowered Inheritance Program

11.   Proactive Elder Law

12.  Relevant Estate Planning Topic

*inquire about CFP Continuing Education Credit for approved events.

*CPA's: Certificates of Attendance are available for each event for Continuing Education credit.

Contact us register:

405-364-2246

EPFL@CainandCainLaw.com

www.CainandCainLaw.com/register

Holiday Meet & Greet

Cain & Cain will host a Holiday Meet & Greet for our clients and Planning Partners to bring friends, family and others interested in planning their own estates.  Attendees will meet the attorneys, team members and other clients.  They will have the opportunity to ask questions about the estate planning process in an informal setting while enjoying holiday finger foods, non-alcoholic punch or wine at our office.

We are borrowing this idea from our National Network of Estate Planning Attorneys colleague in Cleveland, Ohio.  He said it was a big hit with his clients and allowed prospective clients to “test the water” before scheduling an initial meeting with an attorney.  Call, email or register online to let us know how many people you will bringing!  Thank you in advance.  As you’ve heard us say, “We get our best clients, from our best clients!

Please Join us!  At these events we focus on networking with other professionals in our area and learning how we can collaborate in a mutually beneficial way.  We will provide the lunch and the education about our estate planning program.  We look forward to learning about you too!

REGISTER NOW

The education portion of our lunch includes:

As the year 2017 will soon be coming to an end, we are pleased to provide an educational program on the 17 key estate planning concepts that all professional advisors should know in 2017.  Let us help you increase your knowledge in the 17 following estate planning subjects that are applicable to all areas of professional advising and client relationship building.

1.     Trusts are for Everyone

2.     The “School Bus” Foundation

3.     The Divided Trusteeship

4.     “Amendable” Irrevocable Trusts

5.     Balancing Federal Estate and Capital Gains Tax Planning

6.     The “Cookie Jar” Power

7.     Retirement Plan Integration

8.     NextGen Estate Planning™

9.     Estate Planning for Digital Assets

10.  Special Needs Planning

11.  Disability Planning

12.  Proactive Elder Law

13.  Proactive Elder Law Program™: The Strategic Gift Trust

14.  Life Care Planning

15.  Settlement Costs

16.  Enhanced Settlement

17.  Empowered Inheritance Program™

*inquire about CFP Continuing Education Credit.

Contact us register:

405-364-2246

EPFL@CainandCainLaw.com

www.CainandCainLaw.com/register

Please Join us!  At these events we focus on networking with other professionals in our area and learning how we can collaborate in a mutually beneficial way.  We will provide the lunch and the education about our estate planning program.  We look forward to learning about you too!

REGISTER NOW

The education portion of our lunch includes:

As the year 2017 will soon be coming to an end, we are pleased to provide an educational program on the 17 key estate planning concepts that all professional advisors should know in 2017.  Let us help you increase your knowledge in the 17 following estate planning subjects that are applicable to all areas of professional advising and client relationship building.

1.     Trusts are for Everyone

2.     The “School Bus” Foundation

3.     The Dividend Trusteeship

4.     “Amendable” Irrevocable Trusts

5.     Balancing Federal Estate and Capital Gains Tax Planning

6.     The “Cookie Jar” Power

7.     Retirement Plan Integration

8.     NextGen Estate Planning™

9.     Estate Planning for Digital Assets

10.  Special Needs Planning

11.  Disability Planning

12.  Proactive Elder Law

13.  Proactive Elder Law Program™: The Strategic Gift Trust

14.  Life Care Planning

15.  Settlement Costs

16.  Enhanced Settlement

17.  Empowered Inheritance Program™

*inquire about CFP Continuing Education Credit.

Contact us register:

405-364-2246

EPFL@CainandCainLaw.com

www.CainandCainLaw.com/register

Please Join us!  At these events we focus on networking with other professionals in our area and learning how we can collaborate in a mutually beneficial way.  We will provide the lunch and the education about our estate planning program.  We look forward to learning about you too!

REGISTER NOW

The education portion of our lunch includes:

As the year 2017 will soon be coming to an end, we are pleased to provide an educational program on the 17 key estate planning concepts that all professional advisors should know in 2017.  Let us help you increase your knowledge in the 17 following estate planning subjects that are applicable to all areas of professional advising and client relationship building.

1.     Trusts are for Everyone

2.     The “School Bus” Foundation

3.     The Dividend Trusteeship

4.     “Amendable” Irrevocable Trusts

5.     Balancing Federal Estate and Capital Gains Tax Planning

6.     The “Cookie Jar” Power

7.     Retirement Plan Integration

8.     NextGen Estate Planning™

9.     Estate Planning for Digital Assets

10.  Special Needs Planning

11.  Disability Planning

12.  Proactive Elder Law

13.  Proactive Elder Law Program™: The Strategic Gift Trust

14.  Life Care Planning

15.  Settlement Costs

16.  Enhanced Settlement

17.  Empowered Inheritance Program™

*inquire about CFP Continuing Education Credit.

Contact us register:

405-364-2246

EPFL@CainandCainLaw.com

www.CainandCainLaw.com/register

Please Join us!  At these events we focus on networking with other professionals in our area and learning how we can collaborate in a mutually beneficial way.  We will provide the lunch and the education about our estate planning program.  We look forward to learning about you too!

REGISTER NOW

The education portion of our lunch includes:

THE OPPORTUNITY (WHAT'S IN IT FOR ME)

How collaboration with focus on wealth reception directly benefits both the client and advisors alike.

WEALTH RECEPTION PLANNING™

A fresh (and transformational) perspective on planning for the client, the beneficiary, and the advisor.

INTENTIONAL THIRD-PARTY CREDIBILITY

Five specific ways the Estate Planners for Life™ process supports your practice.

Learn about our commitment to building estate plans that really work.

You can teach your clients: 

• How to select and work with an estate planning attorney.
• How to keep your planning current as tax laws change, family circumstances change, and assets change.
• How to protect your loved one's inheritance from creditors and predators-including risk of divorce and lawsuits.
• How to transfer your values along with your valuables.

Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning.  There is no charge for this event, anyone is welcome to attend!  Space is limited, please register so we can plan accordingly for seating and parking.

REGISTER NOW

· The Truth About Estate Planning™ programs are essential to anyone thinking about any form of estate planning, for any size of estate. 

· There will be an in-depth discussion of the 4 keys to an effective estate plan, and identification of 5 personal planning goals which are often overlooked. 

· Together, we will explore strategies to minimize legal expenses, as well as to reduce the complexity and the amount of time involved in transferring an estate to loved ones. 

Discussion Includes: 

• Why most estate plans do not work
• The importance of proper asset ownership
•  How to avoid probate
• How to make life easier on your loved ones in troubling times
• What the estate planning “process” is and how you can prepare for it

Please Join us!  At these events we focus on networking with other professionals in our area and learning how we can collaborate in a mutually beneficial way.  We will provide the lunch and the education about our estate planning program.  We look forward to learning about you too!

The education portion of our lunch includes:

THE OPPORTUNITY (WHAT'S IN IT FOR ME)

How collaboration with focus on wealth reception directly benefits both the client and advisors alike.

WEALTH RECEPTION PLANNING™

A fresh (and transformational) perspective on planning for the client, the beneficiary, and the advisor.

INTENTIONAL THIRD-PARTY CREDIBILITY

Five specific ways the Estate Planners for Life™ process supports your practice.

Learn about our commitment to building estate plans that really work.

You can teach your clients: 

• How to select and work with an estate planning attorney.
• How to keep your planning current as tax laws change, family circumstances change, and assets change.
• How to protect your loved one's inheritance from creditors and predators-including risk of divorce and lawsuits.
• How to transfer your values along with your valuables.

Please Join us!  At these events we focus on networking with other professionals in our area and learning how we can collaborate in a mutually beneficial way.  We will provide the lunch and the education about our estate planning program.  We look forward to learning about you too!

The education portion of our lunch includes:

THE OPPORTUNITY (WHAT'S IN IT FOR ME)

How collaboration with focus on wealth reception directly benefits both the client and advisors alike.

WEALTH RECEPTION PLANNING™

A fresh (and transformational) perspective on planning for the client, the beneficiary, and the advisor.

INTENTIONAL THIRD-PARTY CREDIBILITY

Five specific ways the Estate Planners for Life™ process supports your practice.

Learn about our commitment to building estate plans that really work.

You can teach your clients: 

• How to select and work with an estate planning attorney.
• How to keep your planning current as tax laws change, family circumstances change, and assets change.
• How to protect your loved one's inheritance from creditors and predators-including risk of divorce and lawsuits.
• How to transfer your values along with your valuables.

Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning.  There is no charge for this event, anyone is welcome to attend!  Space is limited, please register so we can plan accordingly for seating and parking.

· The Truth About Estate Planning™ programs are essential to anyone thinking about any form of estate planning, for any size of estate. 

· There will be an in-depth discussion of the 4 keys to an effective estate plan, and identification of 5 personal planning goals which are often overlooked. 

· Together, we will explore strategies to minimize legal expenses, as well as to reduce the complexity and the amount of time involved in transferring an estate to loved ones. 

Discussion Includes: 

• Why most estate plans do not work
• The importance of proper asset ownership
•  How to avoid probate
• How to make life easier on your loved ones in troubling times
• What the estate planning “process” is and how you can prepare for it

Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning.  There is no charge for this event, anyone is welcome to attend!  Space is limited, please register so we can plan accordingly for seating and parking.

· The Truth About Estate Planning™ programs are essential to anyone thinking about any form of estate planning, for any size of estate. 

· There will be an in-depth discussion of the 4 keys to an effective estate plan, and identification of 5 personal planning goals which are often overlooked. 

· Together, we will explore strategies to minimize legal expenses, as well as to reduce the complexity and the amount of time involved in transferring an estate to loved ones. 

Discussion Includes: 

• Why most estate plans do not work
• The importance of proper asset ownership
•  How to avoid probate
• How to make life easier on your loved ones in troubling times
• What the estate planning “process” is and how you can prepare for it

Please Join us!  At these events we focus on networking with other professionals in our area and learning how we can collaborate in a mutually beneficial way.  We will provide the lunch and the education about our estate planning program.  We look forward to learning about you too!

The education portion of our lunch includes:

THE OPPORTUNITY (WHAT'S IN IT FOR ME)

How collaboration with focus on wealth reception directly benefits both the client and advisors alike.

WEALTH RECEPTION PLANNING™

A fresh (and transformational) perspective on planning for the client, the beneficiary, and the advisor.

INTENTIONAL THIRD-PARTY CREDIBILITY

Five specific ways the Estate Planners for Life™ process supports your practice.

Learn about our commitment to building estate plans that really work.

You can teach your clients: 

• How to select and work with an estate planning attorney.
• How to keep your planning current as tax laws change, family circumstances change, and assets change.
• How to protect your loved one's inheritance from creditors and predators-including risk of divorce and lawsuits.
• How to transfer your values along with your valuables.

Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning.

· The Truth About Estate Planning™ programs are essential to anyone thinking about any form of estate planning, for any size of estate. 

· There will be an in-depth discussion of the 4 keys to an effective estate plan, and identification of 5 personal planning goals which are often overlooked. 

· Together, we will explore strategies to minimize legal expenses, as well as to reduce the complexity and the amount of time involved in transferring an estate to loved ones. 

· Why most estate plans do not work

· The importance of proper asset ownership

· How to avoid probate

· How to make life easier on your loved ones in troubling times

· What the estate planning “process” is and how you can prepare for it

Please Join us!  At these events we focus on networking with other professionals in our area and learning how we can collaborate in a mutually beneficial way.  We will provide the lunch and the education about our estate planning program.  We look forward to learning about you too!

The education portion of our lunch includes:

THE OPPORTUNITY (WHAT'S IN IT FOR ME)

How collaboration with focus on wealth reception directly benefits both the client and advisors alike.

WEALTH RECEPTION PLANNING™

A fresh (and transformational) perspective on planning for the client, the beneficiary, and the advisor.

INTENTIONAL THIRD-PARTY CREDIBILITY

Five specific ways the Estate Planners for Life™ process supports your practice.

Learn about our commitment to building estate plans that really work.

You can teach your clients: 

• How to select and work with an estate planning attorney.
• How to keep your planning current as tax laws change, family circumstances change, and assets change.
• How to protect your loved one's inheritance from creditors and predators-including risk of divorce and lawsuits.
• How to transfer your values along with your valuables.

Please Join us!  At these events we focus on networking with other professionals in our area and learning how we can collaborate in a mutually beneficial way.  We will provide the lunch and the education about our estate planning program.  We look forward to learning about you too!

The education portion of our lunch includes:

The Opportunity (What's in it for Me)

How collaboration with focus on wealth reception directly benefits both the client and advisors alike.

Wealth Reception Planning™

A fresh (and transformational) perspective on planning for the client, the beneficiary, and the advisor.

Intentional Third-Party Credibility

Five specific ways the Estate Planners for Life™ process supports your practice.

Learn about our commitment to building estate plans that really work.

You can teach your clients: 

• How to select and work with an estate planning attorney.
• How to keep your planning current as tax laws change, family circumstances change, and assets change.
• How to protect your loved one's inheritance from creditors and predators-including risk of divorce and lawsuits.
• How to transfer your values along with your valuables.

Click Here to Register for this event

Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as helping others to learn more about the estate planning process, and any issues affecting their estate planning.

The Truth About Estate Planning™ programs are essential to anyone thinking about any form of estate planning, for any size of estate. 

There will be an in-depth discussion of the 4 keys to an effective estate plan, and identification of 5 personal planning goals which are often overlooked. 

Together, we will explore strategies to minimize legal expenses, as well as to reduce the complexity and the amount of time involved in transferring an estate to loved ones. 

Discussion includes:

• Why most estate plans do not work
• The importance of proper asset ownership
• How to avoid probate
• How to make life easier on your loved ones in troubling times
• What the estate planning “process” is and how you can prepare for it

This Educational workshop is for anyone thinking about any form of estate planning, for any size of estate.

 Learn about the 4 keys to an effective estate plan, and 5 personal planning goals which are often overlooked.

 Discussion includes:

• Why most estate plans do not work
• The importance of proper asset ownership
• How to avoid probate
• How to make life easier on your loved ones in troubling times
• What the estate planning "process" is and how you can prepare for it

This Educational workshop is for anyone thinking about any form of estate planning, for any size of estate.

 Learn about the 4 keys to an effective estate plan, and 5 personal planning goals which are often overlooked.

 Discussion includes:

• Why most estate plans do not work
• The importance of proper asset ownership
• How to avoid probate
• How to make life easier on your loved ones in troubling times
• What the estate planning "process" is and how you can prepare for it

This Educational workshop is for anyone thinking about any form of estate planning, for any size of estate.

 Learn about the 4 keys to an effective estate plan, and 5 personal planning goals which are often overlooked.

 Discussion includes:

• Why most estate plans do not work
• The importance of proper asset ownership
• How to avoid probate
• How to make life easier on your loved ones in troubling times
• What the estate planning "process" is and how you can prepare for it

If you’re like many people today, you want to know more about the Social Security program and the benefits it provides you during your retirement years.

Please join us as we discuss Social Security topics:

·  How Social Security works;

·  What you should know;

·  Different payment scenarios;

·  Issues around the program.

We are pleased to offer this important learning opportunity at our firm, presented by national expert Jennifer Garman of Guardian Insurance.  Light refreshments will be provided.

When: Wednesday, August 31.  6:00 to 7:00pm

Where: CAIN & CAIN, Estate Planners for Life™

             1770 West Main Street

             Norman, OK 73069

 Brought to you by:

Bobby Smith, Opes One Advisors

Marty and Tamara Cain, Cain & Cain

Limited seating available.

Please register by August 24.

To register please call our office at 405-364-2246

Or email Shelly at EstatePlanners@CainandCainLaw.com

Or register online by clicking HERE