Broker Check

Events

Upcoming Events

March 1, 2024

7:30a - 9:00a

Oklahoma City Golf & Country Club

Breakfast for Business Owners

Start your day with confidence by connecting with successful business owners and gaining valuable insights to drive your own business forward. Our distinguished speakers from across the country will inspire and empower you over breakfast, leaving you with the confidence and knowledge to achieve your goals with ease. This is an exceptional opportunity to network and learn from the best in the industry, so grab it with both hands. Don't miss out on this chance to elevate your game and take your business to the next level.

May 3, 2024

7:30a - 9:00a

Oklahoma City Golf and Country Club

Breakfast for Business Owners

Start your day with confidence by connecting with successful business owners and gaining valuable insights to drive your own business forward. Our distinguished speakers from across the country will inspire and empower you over breakfast, leaving you with the confidence and knowledge to achieve your goals with ease. This is an exceptional opportunity to network and learn from the best in the industry, so grab it with both hands. Don't miss out on this chance to elevate your game and take your business to the next level.

September 13, 2024

7:30a - 9:00a

Oklahoma City Golf and Country Club

Breakfast for Business Owners

Start your day with confidence by connecting with successful business owners and gaining valuable insights to drive your own business forward. Our distinguished speakers from across the country will inspire and empower you over breakfast, leaving you with the confidence and knowledge to achieve your goals with ease. This is an exceptional opportunity to network and learn from the best in the industry, so grab it with both hands. Don't miss out on this chance to elevate your game and take your business to the next level.

December 6, 2024

7:30a - 9:00a

Oklahoma City Golf and Country Club

Breakfast for Business Owners

Start your day with confidence by connecting with successful business owners and gaining valuable insights to drive your own business forward. Our distinguished speakers from across the country will inspire and empower you over breakfast, leaving you with the confidence and knowledge to achieve your goals with ease. This is an exceptional opportunity to network and learn from the best in the industry, so grab it with both hands. Don't miss out on this chance to elevate your game and take your business to the next level.

Past Events

December 15, 2023

9:00a - 1:00p

The Cedar Gate Sportsman Club

Christmas Clay Shoot

You're cordially invited to our Christmas Clay Shoot - an exclusive event where we blend holiday cheer with a touch of adventure. Let's celebrate the season together with some thrilling clay shooting action! Secure your spot on the European Tower Hunt by RSVPing now. Please indicate your participation preference in the message section of the registration.

November 17, 2023

7:30a - 9:00a

Oklahoma City Golf and Country Club

Breakfast for Business Owners

Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.

October 21, 2023

8:00a - 1:00p

National Cowboy & Western Heritage Musuem

September 22, 2023

7:30a - 9:00a

Oklahoma City Golf and Country Club

Breakfast for Business Owners

Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.

July 21, 2023

7:30a - 9:00a

Oklahoma City Golf and Country Club

Breakfast for Business Owners

Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.

June 29, 2023

9:00a - 10:00a

On Line Webinar

2nd Chance Webinar with Dan "The ESOP Man" Zugell

Daniel M. Zugell is the Director/Senior Vice President of BTA, Inc., with a wealth of hands-on and management experience spanning many financial service disciplines. Dan's expertise includes forming MetLife's ESOP program and being Director of MetLife's Institutional Specialized Benefit Resources division. Since 1998, Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker. Dan holds a B. A from Grove City College has earned several advanced financial designations and is a member of The ESOP Association, the National Center for Employee Ownership, The Estate Planning Council, and the Society of Financial Service Professionals. Dan is also an Ambassador for the Pennsylvania Center for Employee Ownership.

June 29, 2023

9:00a - 10:00a

On Line Webinar

2nd Chance Webinar with Dan "The ESOP Man" Zugell

Daniel M. Zugell is the Director/Senior Vice President of BTA, Inc., with a wealth of hands-on and management experience spanning many financial service disciplines. Dan's expertise includes forming MetLife's ESOP program and being Director of MetLife's Institutional Specialized Benefit Resources division. Since 1998, Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker. Dan holds a B. A from Grove City College has earned several advanced financial designations and is a member of The ESOP Association, the National Center for Employee Ownership, The Estate Planning Council, and the Society of Financial Service Professionals. Dan is also an Ambassador for the Pennsylvania Center for Employee Ownership.

June 3, 2023

11:00a - 3:00p

The Cedar Gate

May 19, 2023

7:30a - 9:00a

Oklahoma City Golf and Country Club

Breakfast for Business Owners

Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.

May 9, 2023

7:30a - 1:00p

The Cedar Gate

Cedar Gate Leadership Forum

Join us at The Cedar Gate for a powerful morning of leadership training with our featured speakers and enjoy conversations with like-minded leaders. This forum is free of charge, so please invite a guest!  Keynote Speaker: Dr. Lew Sterrett, Leaders by Heart Keynote Business: Gary Bridwell, Ditch Witch Keynote Non-Profit Speaker: Nolan Peek, Museum of the Bible  Speakers not associated with Legacy & Succession. 

March 24, 2023

7:30a - 9:00a

Oklahoma City Golf and Country Club

Breakfast for Business Owners

Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.

Event Registration