Council of Professional Partners
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 Council of Professional Partners is a select group of professional advisors in our community that assist in promoting the philanthropic services and the mission of The Catholic Foundation.
Members
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Lora Davis
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Daniel P. Novakov
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Santo Bisignano, Jr.
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David M. Rosenberg
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Keith Novick
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Alex Nakos
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R. Aaron Hays
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Larry Wolfish
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Robert Mackey
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Rob Nowak
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Steve Novak
Serving Professional Advisors
The Catholic Foundation works closely with professional advisors in order to provide charitable planning support for their clients.
Here to Serve
Please contact the Development Team at The Catholic Foundation to discuss your options and to get started.
Darina O’Dowd Padian, CAP®
