Estate Planning for the Rest of Us/Seventh Inning Stretch: Nearing the End of the Market Cycle

March 20, 2018
11:30 AM - 1:00 PM

Tulsa Country Club
701 N Union Ave
Tulsa, OK 74127

Part I: “Estate Planning for the Rest of Us” (Michael Hopper)

In the world of an $11 million estate tax exemption, the overwhelming majority of Americans no longer require an estate plan to minimize the burden of estate taxes.  Instead, for most individuals, the primary purpose of an estate plan is to make life easier on surviving loved ones and to ensure that the right assets end up in the hands of the right heirs at the right time.  Michael will explore the documents necessary to accomplish these goals, discuss how trusts function and where they fit into an overall estate plan. 

 

Part II: “Seventh Inning Stretch: Nearing the End of a Market Cycle” (Philip Mock)

We are currently in the second longest bull market in US Stock Market history.  With recent market volatility, many wonder if we are closer to the end of this market cycle than we perhaps thought.  Yet, with strong economic data, could this market cycle go into extra innings? Philip will examine the current state of the stock market, fixed income market, and the overall economy from a historical perspective to offer insight into today’s markets.

MICHAEL HOPPER, CFP®, CTFA

SeniorVicePresident                                                 MHopper@TrustOk.com

Mike Hopper joined Trust Company of Oklahoma in 2013 and currently serves as senior vice president in our Trust Services division.

With nearly 10 years of insurance and investment experience, Mike came to Trust Company of Oklahoma from Northwestern Mutual.There he educated new financial advisors on the intricacies of insurance and securities products, best practices and industry issues.

Additionally,in a compliance role,Mike ensured conformity with state insurance, FINRA and SEC regulatory requirements.

A native of Tulsa, Mike earned his bachelor’s of business administration in economics from the University of Oklahoma.

He is also a Certified Financial Planner™ professional and holds multiple FINRA registrations.

 

PHILIP MOCK, CPA, CFP®

VicePresident                                                             PMock@TrustOk.com

Philip Mock joined Trust Company of Oklahoma in 2016 as a portfolio manager.

Prior to this, Philip spent several years as a wealth advisor at Mariner Wealth Advisors, where he worked to provide clients with a wide range of financial solutions to help them achieve their goals through financial planning, investment research, risk management, and estate planning.

Before Mariner Wealth Advisors, Philip was an officer and senior auditor at BOK Financial and an Assurance Associate at PwC, LLP.

At BOK Financial, Philip was a member of the Corporate Audit team, where he assisted with reviews and audits of BOKF’s SEC filings, as well as the audit of the Capital Markets division.

At PwC, Philip provided a wide range of assurance services to primarily large, publicly-traded companies in the energy industry.

Philip holds a master’s degree in accounting and bachelor’s degrees in accounting and sociology – all from Oklahoma State University.

He is a certified public accountant, a Certified Financial Planner™ professional, and is currently pursuing his Chartered Financial Analyst designation.

Philip is a member of the Oklahoma Society of CPAs and the American Institute of Certified Public Accountants.

Philip is a board member and treasurer of the Oklahoma State University Alumni Association’s Tulsa Chapter and is also on the board of Pets Helping People.

 

 

 

 

 

 

 

 

 

 

Tickets

$10.00 Student

$20.00 Member

$25.00 Non-Member