Advisor Events
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 hosts special events for our professional advisors throughout the year on a variety of industry related topics.
Sponsorship Opportunities
Estate and wealth management and legal firms are invited to sponsor the annual Advisors Series and can choose from one of four sponsor levels.
- Opportunity to give brief remarks at program
- Complimentary registration for 2 tables of 8 (16)
- Two-minute sponsor video shown during program and posted on TCF social channels and website
- Presenting Sponsor program advertisement
- Logo and company bio included in program slideshow
- Company name mentioned in KATH 910 AM radio ads
- Company name, logo and homepage link on TCF website
- Listed as Presenting Sponsor in promotional materials
- Logo and name included on invitation brochure
- Promotional post on all TCF social media channels
- Complimentary registration for 2 tables of 8 (16)
- Two-minute sponsor video posted on TCF social channels and website
- Patron Sponsor program advertisement
- Logo and company bio included in program slideshow
- Company name mentioned in KATH 910 AM radio ads
- Company name, logo and homepage link on TCF website
- Listed as Patron Sponsor in promotional materials
- Logo and name included on invitation brochure
- Promotional post on all TCF social media channels
- Complimentary registration for 1 table of 8
- Supporting Sponsor program advertisement
- Logo included in program slideshow
- Company name mentioned in KATH 910 AM radio ads
- Company name and homepage link on TCF website
- Listed as Supporting Sponsor in promotional materials
- Name included on invitation brochure
- Promotional post on all TCF social media channels
- Complimentary registration for up to 4 seats
- Friends Sponsor program advertisement
- Logo included in program slideshow
- Company name on TCF website
- Listed as Friends Sponsor in promotional materials
- Name included on invitation brochure
- Promotional post on all TCF social media channels
The Advisor Series 2022
Our 16th annual Advisors Series for Estate and Wealth Management Professionals on Nov. 10 featured Paul S. Lee, Chief Tax Strategist with Northern Trust Wealth Management, who presented “Top Planning Ideas Today: COVID, Congress, Charity.” You can click here to view the slides he presented.