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Spring Catholic Community Network Panel

Our spring Catholic Community Network featured the executive director of Cafe Momentum and CEO of the Society of St. Vincent de Paul of North Texas talking organizational effectiveness. Our next CCN will take place on Wednesday, September 6.
Paul Lee talking.jpg

2022 Professional Advisors Series

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."