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Advisor Events

Important: 2024 Circle of Life Seminar Online Registration
Register For Seminar

All are invited to a free seminar on Saturday, April 27 from 10 a.m. to 2 p.m. involving advance planning for important end-of-life issues from a Catholic perspective.

The free Circle of Life seminar has been designed to help keep you and your family from having to make difficult decisions on the fly, and offer your entire family peace of mind.

The Catholic Foundation hosts special events for our professional advisors throughout the year on a variety of industry related topics.

Sponsorship Opportunities

Estate and wealth management and legal firms are invited to sponsor the annual Advisors Series and can choose from one of four sponsor levels.

  • Opportunity to give brief remarks at program
  • Complimentary registration for 2 tables of 8 (16)
  • Presenting Sponsor program advertisement
  • Logo and company bio included in program slideshow
  • Company name mentioned in KATH 910 AM radio ads
  • Company name, logo and homepage link on TCF website
  • Listed as Presenting Sponsor in promotional materials
  • Logo and name included on invitation brochure
  • Promotional post on all TCF social media channels
  • Complimentary registration for 2 tables of 8 (16)
  • Patron Sponsor program advertisement
  • Logo and company bio included in program slideshow
  • Company name mentioned in KATH 910 AM radio ads
  • Company name, logo and homepage link on TCF website
  • Listed as Patron Sponsor in promotional materials
  • Logo and name included on invitation brochure
  • Promotional post on all TCF social media channels
  • Complimentary registration for 1 table of 8
  • Supporting Sponsor program advertisement
  • Logo included in program slideshow
  • Company name mentioned in KATH 910 AM radio ads
  • Company name and homepage link on TCF website
  • Listed as Supporting Sponsor in promotional materials
  • Name included on invitation brochure
  • Promotional post on all TCF social media channels
  • Complimentary registration for up to 4 seats
  • Friends Sponsor program advertisement
  • Logo included in program slideshow
  • Company name on TCF website
  • Listed as Friends Sponsor in promotional materials
  • Name included on invitation brochure
  • Promotional post on all TCF social media channels
Other Downloads
Professional advisor firms are invited to sponsor The Catholic Foundation’s 2023 Advisors Series for Estate and Wealth Management Professionals that takes place in November at the Arts District Mansion in downtown Dallas. There are various benefits to being a sponsor including the opportunity to address attendees at the beginning of the Advisors Series and to appear in all digital and printed materials involving the annual conference that provides continuing education credits based on the content provided.

The Advisor Series 2022

Our 16th annual Advisors Series for Estate and Wealth Management Professionals on Nov. 10 featured Paul S. Lee, Chief Tax Strategist with Northern Trust Wealth Management, who presented “Top Planning Ideas Today: COVID, Congress, Charity.” You can click here to view the slides he presented.