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Important: 2023 Advisors Series Online Registration
Register here.

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.

Enjoy reading the following newsletters and reports from The Catholic Foundation publications library that showcases community outreach and donor impact.

Professional Advisors Handbook

Professional Advisors Handbook
Learn more on the workings of The Catholic Foundation and how the Foundation can work for you. This workbook serves to provide attorneys, accountants, and other professionals, as well as donors, community members, and interested friends with the information needed in order to make best use of the resource that is The Catholic Foundation.
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