IF YOUR GROUP OR ORGANIZATION WOULD LIKE TO SCHEDULE A WEB PRESENTATION OR A FUTURE IN-PERSON PRESENTATION, PLEASE CONTACT THE OFFICE.
Events & Speaking Engagements
UPCOMING Presentations
May 10th – Business Succession Planning – breakout session at Entrepreneur Summit for the Bixby Development Foundation
Recent Presentations & Events
2024
- April 2024: podcast guest for the Bixby Metro Chamber. Topic: Employees vs. Independent Contractors
- April 2024: Estate Planning – Caregiver Support group at Asbury
2023
- March 2023: Legal Concerns for Business Owners – Golf Business Networking
- April 2023: City of Owasso Strong Neighborhood Initiative – Neighborhood Leadership Conference: HOA Legal Issues
- September 2023 – AARP/Montereau – Digital Assets
- September 2023 – REI Oklahoma – Legal Issues for Business Owners
- October 2023: Tulsa SCORE Women’s Leadership Conference – Legal Issues in Hiring
- November 2023: Tulsa City-County Library – GROW Academy Networking and Mentoring
- November 2023: 36 Degrees North – Business Entities and Formation
2022
- January 2022: State of the Chamber – Bixby Metro Chamber of Commerce
- February 2022: Guest on 102.3 KRMG Green Country Entrepreneur Hour – Business Legal Issues
- March 2022: Guest on 102.3 KRMG Green Country Entrepreneur Hour – Buying and Selling a Business
- March 2022: Emcee Women Connect – Bixby Metro Chamber of Commerce
- June 2022: Emcee Women Connect – Bixby Metro Chamber of Commerce
- July 2022: Emcee State of the Schools – Bixby Metro Chamber of Commerce
- August 2022: Common Legal Concerns for Business Owners – Owasso Networking Group
- September 2022: Starting a Business the Right Way – SCORE
- September 2022: Emcee Women Connect – Bixby Metro Chamber of Commerce
- October 2022: Starting a Business the Right Way – SCORE
- November 2022: Networking and Mentoring – Tulsa City-County Library Grow Academy
- December 2022: Emcee Women Connect – Bixby Metro Chamber of Commerce
2021
- July and December 2021: Emcee “Women Connect”, Bixby Metro Chamber of Commerce
- January 2021: SCORE “Starting a Business the Right Way”
2020
- May 2020: Wills and Trusts – Panel Presentation
- April 2020: Estate Planning – Presentation for Edward Jones office
- April 2020: LIFE Senior Services – Estate Planning and Elder Law Issues
- April 2020: Table Host – Networking Event
- March 2020: SCORE – Business Legal
- March 2020: Bixby Chamber – Zoom Presentation. Business Legal Issues and Coronavirus
- February 2020: SCORE – Breakfast – Business Legal
- January 2020: SCORE – Business Formation and Structure (Glenpool)
August 2019
- Tulsa World – Senior Living Expo
- Bixby Metro Chamber – Power Hour – Discussion of Legal Issues
July 2019
- Senior Symposium – Legend at Tulsa Hills
June 2019
- SCORE – Business Formation/Structures
- Connecting Tulsans – Business Legal Issues
- Prairie Rose – Estate Planning/Senior Symposium
May 2019
- SCORE Women’s Business Breakfast
- Elder Law and Estate Planning at Cedar Hurst Senior Living
March 2019
- Senior Symposium at Town Village
- Senior Symposium at Country Club of Woodland Hills
- Senior Symposium at Ambassador Courtyards
- IN2Networking – Business Legal Issues
February 2019
- Senior Symposium at Cedarhurst
January 2019
- LIFE Senior Services (Legacy Plaza Conference Center): Legal Documents/Education
November 2018
- Senior Transition Symposium – Panel Presentation (Estate Planning) at Prairie House Assisted Living and Memory Care
October 2018
- Broken Arrow Senior Center: Legal Documents in Estate Planning
September 2018
- Senior Symposium – County Club at Woodland Hills
- Planning for End of Life Legal Documents – LIFE Senior Services – Tulsa Health Department
August 2018
- Tulsa World Senior Living Expo: Avoiding Disputes in Estate Planning
July 2018
- Broken Arrow Senior Center: Legal Documents in Estate Planning
June 2018
- Broken Arrow Senior Center: Legal Documents in Estate Planning
May 2018
- Broken Arrow Senior Center: Legal Documents in Estate Planning
April 2018
- Heritage Point: Estate Planning
- LIFE Senior Services: Estate Planning and Probate Avoidance
March 2018
- Woodland Terrace: Avoiding Will and Trust Lawsuits
January 2018
- Tulsa Interagency Council: Avoiding Will and Trust Lawsuits
December 2017
- Bixby Metro Chamber: Business Legal Concerns
September 2017
- Bixby Rotary: Estate Planning
- Community Care Healthcare Panel: Estate Planning
- Saint Simeon’s Caregiver Group: Estate Planning
August 2017
- Parkinson’s Caregiver Support Group: Estate Planning
- Tulsa Senior Living Expo: Estate Planning
- IN2Networking: Mediation/Alternative Dispute Resolution for Business Owners