Venue
Northwood Club
Northwood Club, 6524 Alpha Rd, Dallas, TX 75240, USA

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Event Date Thu Mar 5 EST (almost 2 years ago)
Location Northwood Club
6524 Alpha Rd, Dallas, TX 75240, USA
Region Americas
Details

Founded in 1946 as the Dallas Estate Council, incorporated in 1975 as the Dallas Estate Planning Council, we are a non-profit professional association. The primary mission of the Dallas Estate Planning Council is to provide our members with the latest tools and techniques in estate planning. Our programs generally qualify for continuing education credit for attorneys, CPAs, insurance agents, CFPs and in the CTFA trust management program of the American Bankers Association. The Council strives to foster understanding of the proper relationship between the functions of the disciplines and to encourage co-operation of persons acting under those disciplines. This web site will provide our members with new services and opportunities to share resources and information not only with our own members but also with other estate planning councils throughout the country.

Speakers

2020 Speaker

Greg Holmgren
NY Life

Sponsors & Partners

2020 Sponsors

• armanino
• BESSEMER TRUST
• carter financial
• CliftonLarsonAllen
• COMMUNITIES FOUNDATION of TEXAS
• Frost
• HIGH GROUND
• Jackson Walker LLP
• Merrill Lynch
• Stand FOR PARKLAND
• QUEST
• Texas Women Foundation
• THE CATHOLIC FOUNDATION
• TOLLESON WEALTH MANAGEMENT