Our 16th annual Advisors Series for Estate and Wealth Management Professionals on Nov. 10 will feature Paul S. Lee, Chief Tax Strategist with Northern Trust Wealth Management, who will present "Top Planning Ideas Today: COVID, Congress, Charity."
Online registration has closed as of Nov. 7. You can call us at 972-661-9792 with questions.
The 2021 presentation materials are available online. You can click here to view slides presented by guest speaker Jonathan G. Blattmachr during our 15th annual Advisors Series for Estate and Wealth Management Professionals Nov. 16 in downtown Dallas and click here to listen to remarks from Jonathan.