When are meetings held? Who will be speaking and on what topics?

Join Us for All Meetings

• Sep 24, 2025
  • Eric Smith – Conner & Winters
  • “Legislative Update”
  • The Vault – 602 S Cincinnati, Tulsa, OK
  • Read more about Mr. Smith
• Oct 23, 2025
  • Debbie Crump – BOK Financial
  • “Roth Catch-Ups, Corrections and More, Oh My!”
  • Embassy Suites – 3332 S 79th E Ave, Tulsa, OK
  • Read more about Ms. Crump
• Feb 5, 2026 
  • Courtney Bru and Brandon Long – McAfee & Taft
  • Targeted Compliance Issues – Employment Law / Employee Benefits
  • Tulsa Country Club – 701 N Union Ave, Tulsa, OK
  • Read more about Ms. Bru
  • Read more about Mr. Long
• Feb 19, 2026
  • Katelynn Smith-Thain – Rave Benefits
  • “Direct Provider Contracting”
  • Embassy Suites – 3332 S 79th E Ave, Tulsa, OK
  • Read more about Ms. Smith-Thain
• Mar 26, 2026
  • Chris Thixton – Pension Consultants, Inc.
  • “The Benefit Initiative for a Financially Secure Workforce”
  • HoganTaylor – 2222 S Utica Place, Tulsa, OK
  • Read more about Mr. Thixton
• Apr 16, 2026
  • Brandy Marion – BOK Financial
  • “Baby Boomer Retirement Strategies”
  • Embassy Suites – 3332 S 79th E Ave, Tulsa, OK
  • Read more about Ms. Marion
• May 21, 2026
  • Gwen Mazzola – HoganTaylor
  • Brandon Long – McAfee & Taft
  • Tulsa Country Club – 701 N Union Ave, Tulsa, OK
  • Read more about Ms. Mazzola
  • Read more about Mr. Long