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.
Board of Trustees 2023
The Catholic Foundation is governed by a volunteer board of trustees, citizens of integrity with diverse interests. Trustees are selected for their business knowledge, familiarity of the Dallas area and their fiscal responsibility. They serve as stewards of more than $250 million in assets as of the end of 2022 across more than 550 charitable funds and trusts.