Professional Advisors Events


Professional Advisors Series 2021

“Major Year-End Planning Opportunities In Light of Potential Tax Changes” was presented by Jonathan G. Blattmachr, a popular speaker at previous Advisors Series hosted by The Catholic Foundation. 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. Blattmachr is director of estate planning for Peak Trust Company, formerly Alaska Trust Company, and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisory firm in Manhattan. He is the author and co-author of several books and more than 500 articles, and has been chair of several committees of the New York and American Bar Associations and the American College of Trust and Estate Counsel.