Our 16th annual Advisors Series for Estate and Wealth Management Professionals on Nov. 10 will feature Paul S. Lee who will present "Top Planning Ideas Today: COVID, Congress, Charity."
Registration will begin later this year, and four levels of sponsorships are available. You can review the sponsorship levels and associated benefits by clicking here.
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.