Events

Breakfast for Business Owners- Featuring speaker Hal Smith

Legacy & Succession’s quarterly Breakfast for Business Owners brings business owners together for leadership insight, meaningful conversation, and networking—featuring Hal Smith, Oklahoma Hall of Fame inductee.

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.

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!

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

Join David Ortiz, CEPA and Tax Strategist, for a clear breakdown of the One Big Beautiful Bill (OBBB) recently passed by the Senate. Learn what key tax changes could impact business owners starting this year, including estate exemptions, SALT deductions, and bonus depreciation.

Breakfast for Business Owners | Elevate Your Business in 2025

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!

Breakfast for Business Owners | Elevate Your Business in 2025

Start your day with confidence by connecting with accomplished business owners and gaining valuable insights to drive success in 2025. Enjoy breakfast while hearing from distinguished speakers who will inspire and empower you with strategies to achieve your goals. This year’s keynote speakers include T.J. Liles-Tims, an expert in business valuation, financial forensics, and fraud examination, and Steven Allison, who will share insights on ESOPs and their potential as a business strategy. Don’t miss this opportunity to network, learn from industry leaders, and take your business to the next level!

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.

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.

Legacy of Hope Invitational Clay Shoot

Hope is Alive's Mission: We are radically changing the lives of drug addicts, alcoholics, and those who love them.

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.

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.

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.

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.

Second Half Expo

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.

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.

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.

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.

Family Fest 2023

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.

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. 

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.