Professional Advisors Events

Professional Advisors Series

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 on the "Listen To Presentation" button to hear remarks from Jonathan and others.
 
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Professional Advisors Series 2021

The Catholic Foundation's 15th annual Advisors Series for Estate and Wealth Management Professionals Nov. 16 featured Jonathan G. Blattmachr talking about "Major Year-End Planning Opportunities In Light of Potential Tax Changes.” You can click first on the headline, and then here to see his slide presentation. The event took place at The Arts District Mansion (formerly known as Belo Mansion) and offered two hours of continuing education credit. You can click first on the headline, and then here to listen to remarks from Jonathan and others. 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.



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