Here To Serve The Professional Advisor Community
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.
Why Partner with The Catholic Foundation?
The Catholic Foundation promotes compassionate charitable giving and stewardship that serves donors and the needs of the community. Our professional staff is available to work alongside you to help your clients meet their charitable goals with ease and simplicity.
We are a Trusted Giving Vehicle
For almost 70 years, we are a trusted giving vehicle within the Catholic community and beyond with an experienced Development team.
More About Professional Advisors
We invite professional advisors to avail of the Foundation’s tools and resources when working with your clients on their philanthropic intentions.
The Catholic Foundation hosts special events for our professional advisors throughout the year on a variety of industry related topics.