The Catholic Foundation Leadership
Registration for the 17th annual Advisors Series for Estate and Wealth Management Professionals on Thursday, Nov. 16 (buffet breakfast served at 7:30 a.m. and the program starts at 8 a.m.).
The program will feature Jonathan G. Blattmachr, co-author of nine books and more than 500 articles on estate planning and Teresa L. Bush, Esq., who has practiced law since 1991 and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration.
Participants will receive two hours of continuing education credit (CLE, CFP or CPE). Please call 972-661-9792 for any questions.
The Catholic Foundation leadership consists of a governing board of trustees, volunteer Advisory Council and the Foundation team members.
The Catholic Foundation Advisory Council
The work of The Catholic Foundation is further enhanced by a volunteer Advisory Council. The Advisory Council consists of individuals recognized for their contributions to the Catholic community and are members of the civic community including attorneys, accountants, wealth managers and other industry experts.
*Former Chairman of the Board of Trustees