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.
Professional Advisors
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.
Our Reasons
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We Provide Guidance
The Catholic Foundation provides guidance, insight, and customized personal service in charitable planning and establishing philanthropic legacies.
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We are your Trusted Partner
We are your trusted partner and philanthropic advisor. We work alongside advisors to enhance their role with their clients.
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We Make it Easy
We make it easy with customized solutions for your client’s unique needs. The Catholic Foundation can be a value-added to the services you provide to your clients who wish to weave philanthropy into their estate plans.
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We Maximize Charitable Impact
We maximize charitable impact and tax benefits by helping streamline your clients’ current giving process for maximum impact.
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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.
