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Council of Professional Partners

Important: 2023 Advisors Series Online Registration
Register here.

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.

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®

Vice President of Development

R. Michael George, CFRE

Senior Development Officer

Anna LeBlanc, CAP®

Senior Development Officer

Elizabeth G. Murray, CAP®

Senior Development Officer