Next Meeting:
Thursday, January 9, 2020
Social Security Update
Site Links:
MEETING HANDOUTS:
DECEMBER 5, 2019 HANDOUT:
https://www.dallasepc.org/assets/Councils/Dallas-TX/library/HANDOUT%20DEPC%20Advisors%20Discussing%20Collaboration%20with%20Case%20Studies.pdf
January 9, 2020
Chad Dziedzik (Blackrock)
See Event Details
February 6, 2020
Methods for Modifying Irrevocable Trusts
Eric Reis (Thompson & Knight)
March 5, 2020
Life Insurance with Higher Exemption Levels
Greg Holmgren (NY Life)
April 2, 2020
Current Estate Planning Developments
Steve Akers (Bessemer Trust)
See Full Calendar
