Plan to Give Conference for Professional Advisors
SEPTEMBER 17TH • 9AM to 1PM
Venue: Dallas Country Club Ballroom
9AM - 12PM: Conference
12PM - 1PM : Lunch*
*Box lunch included
This conference is for all Dallas-based wealth advisors, lawyers and accountants who advise high net worth Christian families in Dallas. Professionals from our area, the state of Texas and from other parts of the country will present on a range of topics from tax wise charitable giving strategies to charitable trusts, private foundations, estate planning and recent tax developments.
Additionally, at least one hour of continuing education (CLE, CFP, CPA) credit will be given for attending this conference. If you would like CE credit, please provide relevant information below.