OSCPA's Financial Planning Series: Estate Planning and Business Structures - Virtual
2.00 Credits
Member Price $80
Non-Member Price $105
Overview
This OSCPA series will cover Financial Planning topics integral to advising clients and staying up-to-date on hot topics.This event will consist of four individual events each consisting of 100-minute sessions scheduled over the month of September on the following dates:
- Tuesday, September 10, 2024
- Tuesday, September 17, 2024
- Tuesday, September 24, 2024
Hear from local leaders with combined decades of career experience. This session is recommended for two hours of CPE.
This event is part of the following bundles:
Leader(s):
Leader Bios
Jake Weatherford, Castlepoint Wealth Advisors
Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies. He is also responsible for portfolio modeling and financial projections, which help clients evaluate the potential outcomes of their decisions. Jake is nearing a decade in financial advising and specializes in helping clients navigate complex retirement planning and wealth transfer concerns.
It was Jake’s desire to help people that drew him to the wealth management industry, where he earned the CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy (CAP) designations.
Jake holds a Bachelor of Business Administration degree from Oklahoma State University and an MBA in financial planning. While at Oklahoma State he was a recipient of the General Honors Award. He is a board member of the Downtown Club of Oklahoma City, and he serves as a Division 1 college football official. Jake and his wife, Shelbie, live in Oklahoma City and are the proud parents of two. They attend Life Church and especially enjoy traveling and spending time outdoors as a family.
Non-Member Price $105
Member Price $80