Save the Date! Jonathan G. Blattmachr returns for our upcoming Advisors Series on       December 13, 2017 at The Belo Mansion. 

2017 topic will be:

“Estate Planning in Politically Uncertain and Economically Turbulent Times: Why Clients Cannot Afford to Stop Planning”

Thank you to everyone that came to last year's Professional Advisors series with Jonathan G. Blattmachr on Dec. 8, 2016.

Click photo album to see photos.

Professional Advisors Series 2016

 

2 hours of Continuing Education Credit:

(CLE, CPE, CFP & CTFA)

 

Thank you to
The Belo Mansion- 2101 Ross Avenue

The Belo Mansion in Downtown Dallas (map link)

Click here to be a 2017 sponsor of this event.

Each year The Catholic Foundation presents an Advisors Series for Estate and Wealth Management Professionals to provide quality continuing education opportunities for our local professional advisors community. Outstanding professionals of national renown lead the seminars and provide current intelligence on many of the most pressing legal and financial considerations involved in wealth management and estate planning, particularly with regard to philanthropic considerations.

THANK YOU TO OUR 2016 PRESENTING SPONSORS:

Gardere

Gardere Wynne Sewell LLP 

2021 McKinney Avenue, Suite 1600
 Dallas, TX 75201
214.999.3000
gardere.com

Patron Sponsors

Supporting Sponsors

Friends

The Catholic Foundation | 12222 Merit Drive, Suite 850, Dallas, TX 75251| 972.661.9792 phone | 972.661.0140 fax | info@catholicfoundation.com

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