DALLAS ESTATE PLANNING COUNCIL

For questions regarding this meeting, please contact Jordan Cowart:

 jordan@promusadvisors.com 

EMERGING PROFESSIONALS MEETING

Emerging professionals are considered to be age 40 and under or less than 5 years in their respective discipline

Thursday, October 15

“VIRTUAL” MEETING

12:00-1:00 p.m.

Cost: $10 for Guests; Free for members

Topic: The Election:  What Our Clients Need to Know?

The 2020 election season is upon us, and our clients are asking what, if anything, they can or should do before the election, and beyond.  Join us as two industry experts discuss how they address both income and estate tax issues with clients during this uncertain time.

Speakers:

Bill Rasmussen: Wealth Strategies Advisor with Bank of America Private Bank

Gary Post: Wealth Strategies Advisor with Bank of America Private Bank

RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY OCTOBER 12 (5:00 P.M.).  After registration closes on October 12, an additional email will be distributed to the registrants regarding access instructions to the online presentation. If someone is registering for you, please be sure YOUR EMAIL ADDRESS is listed in the RSVP form.  REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTER BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION. THERE ARE NO EXCEPTIONS.