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

Join Us for All Meetings

• Sep 17, 2026
  • Eric Smith – McAfee & Taft
  • “Legislative Update”
  • Andolini’s
    • 1552 E 15th Street
    • Tulsa, OK 74120
  • Read more about Mr. Smith
• Oct 22, 2026
  • Debbie Crump – BOK Financial
  • “Upcoming 401(k) Deadlines”
  • Location TBD
  • Read more about Ms. Crump
• Jan 21, 2027 
  • Anthony DeStefino – HUB International
  • Part 1: CAA Related Legislation/Compliance/Best Practices – “Cost containment strategies for employers”
  • Location TBD
  • Read more about Mr. DeStefino
• Feb 18, 2027
  • Brandon Long – McAfee & Taft
  • Part 2: CAA Related Legislation/Compliance/Best Practices – “How are pharmacy benefits affected by the changing laws in each state and the struggle between state law and ERISA”
  • Location TBD
  • Read more about Mr. Long
• Mar 25, 2027
  • Stacey Curtis – Trust Company of Oklahoma
  • “401(k) Fiduciary Duties Deep Dive”
  • Location TBD
  • Read more about Mrs. Curtis
• Apr 15, 2027
  • Brandy Marion – BOK Financial
  • “Part 1: Retirement A to Z”
  • Location TBD
  • Read more about Ms. Marion
• May 20, 2027
  • Brandy Marion – BOK Financial
  • “Part 2: Retirement A to Z”
  • Location TBD
  • Read more about Ms. Marion