Events

Upcoming Events

Opportunities to Grow and Engage

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Engaging, Learning, Growing

Our events feature educational gatherings and exciting activities to support families and business owners with complex planning.

Event Registration

Event Registration

Event Registration

Events

Don’t miss out! Reserve your spot now to join our ongoing conversation over a delightful breakfast each month.
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Upcoming Events
Past Events
December 19, 2025 9:30 PM

Legacy & Succession Client Appreciation Clay Shoot & Christmas Gathering

Join Legacy & Succession for our Client Appreciation Clay Shoot & Christmas Gathering on Friday, December 19th, 2025, from 9 AM – 2 PM at The Cedar Gate Sportsman Club in Kingfisher, OK. Enjoy a day of clay and long-range shooting, a delicious lunch and fellowship, and our popular Hat-Making Party with Ember Bloom Hat Co. as we celebrate the season of giving and share exciting updates for 2026.

Register
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September 19, 2025 7:10 PM

Breakfast for Business Owners | Elevate Your Business in 2025

Join us on September 19th for the 3rd Quarter BBO with Mike Beckham, CEO of Simple Modern. Learn insights on entrepreneurship, leadership, and purpose-driven success from a leader who built a nine-figure brand. Network, gain strategies, and grow your business! Register now!

Register
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July 17, 2025 9:11 PM

What You Need to Know About the One Big Beautiful Bill (OBBB) Hosted by David Ortiz, CEPA®, EA®

Join us on June 27th at 7:30 AM for the 2nd Quarter BBO with Wendy Buxton, a top executive strategist. Learn how to optimize your supply chain, leverage private equity, and drive business growth. Network with peers and gain actionable insights. Register now!

Register
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December 19, 2025 9:30 PM

Legacy & Succession Client Appreciation Clay Shoot & Christmas Gathering

Join Legacy & Succession for our Client Appreciation Clay Shoot & Christmas Gathering on Friday, December 19th, 2025, from 9 AM – 2 PM at The Cedar Gate Sportsman Club in Kingfisher, OK. Enjoy a day of clay and long-range shooting, a delicious lunch and fellowship, and our popular Hat-Making Party with Ember Bloom Hat Co. as we celebrate the season of giving and share exciting updates for 2026.

Register
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September 19, 2025 7:10 PM

Breakfast for Business Owners | Elevate Your Business in 2025

Join us on September 19th for the 3rd Quarter BBO with Mike Beckham, CEO of Simple Modern. Learn insights on entrepreneurship, leadership, and purpose-driven success from a leader who built a nine-figure brand. Network, gain strategies, and grow your business! Register now!

Register
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July 17, 2025 9:11 PM

What You Need to Know About the One Big Beautiful Bill (OBBB) Hosted by David Ortiz, CEPA®, EA®

Join us on June 27th at 7:30 AM for the 2nd Quarter BBO with Wendy Buxton, a top executive strategist. Learn how to optimize your supply chain, leverage private equity, and drive business growth. Network with peers and gain actionable insights. Register now!

Register
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Webinars

Join our upcoming webinars to enhance your knowledge.
July 17, 2025 8:30 PM
Webinar

One Big Beautiful Bill Webinar Hosted by David Ortiz

The “One Big Beautiful Bill” recently passed by the Senate contains nearly 900 pages of legislation—some of which could significantly impact business owners as early as this year. David will walk through key tax-related provisions and clear up some of the most common misconceptions circulating online.
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Build Your Legacy Today

Your future, and your family’s future, deserves more than chance. Take the first step toward uniting your family, preserving your values, and creating lasting impact. Connect with us today to begin shaping a vision that will endure for generations.

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We’d Love to Hear From You

If you’re thinking about legacy, succession, or long-term integrated wealth planning, we’re here to listen and help you think through what comes next.

Call us at: (405) 612-2294

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About us

Legacy & Succession partners with entrepreneurs and families to clarify vision, design custom legacy solutions, and guide decisions that create lasting multi generational impact. For three generations, our work has focused on strengthening families, preserving purpose, and helping what they build endure.

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No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Advisory services offered through Legacy & Succession, an SEC registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Additional information about Legacy & Succession is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # #801-135134. Legacy & Succession does not offer or provide legal advice. Please consult your attorney for such services.
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