Transitions Expertise Matters
Helping Your Clients/Donors Navigate the Two Sides of Money (Technical and Personal) When Planned or Unplanned Changes Happen
NOTE: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for mandatory On-demand CLE Credit. Members are only permitted to earn up to 6 credit hours per year from On-demand programs.
CLE CREDIT: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 1 on demand hours of mandatory CLE credit, including 0 hours of ethics.
NOTE: This program is not approved for Texas credit. The Texas Bar will not permit members to submit online programs for Texas credit.
CHECKPOINTS: This program will contain random checkpoints. In order to submit credit for this program, you must confirm your presence at the checkpoints. If you do not meet the checkpoint requirement you may not receive credit for the live program. The checkpoint submission is entirely dependent on your successful completion of the system check.
NOTE: At the end of the program click on the â€œCredit Submission Tabâ€ to go to your credit profile and begin the credit submission process. Please remember to submit credit on the day of the event.
Suzanne Wheeler, CFP®, AIF®, CeFT®
Mariner Wealth Advisors
Suzanne Wheeler is a partner and senior wealth advisor for Mariner Wealth Advisors. For more than two decades, she has served as a trusted partner to clients as they navigate divorce, death, retirement, inheritance, legacy planning and the day-to-day challenges life can bring. Suzanne's passion lies in being an advocate for clients as they develop goals, and she creates plans that use a range of strategies to help clients meet those goals.
Suzanne has a bachelor's degree in finance with emphasis in financial planning from Northeastern State University. She is an Accredited Investment Fiduciary® designee, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Financial Transitionist® (CeFT®), and she has passed the Series 63 and 65 exams.
Suzanne works with a cause close to her heart - organ donation - as a member of the LifeShare of Oklahoma Governing Board of Directors. She is involved in her local church on the finance and endowment committees.