Meeting Handouts - Dallas Estate Planning Council

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Meeting Handouts

MEETING HANDOUTS:

MAY 7, 2020 HANDOUT (JERE DOYLE):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/May%207%202020%20Presentation%20Doyle.pdf

APRIL 2, 2020 HANDOUT (STEVE AKERS):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/April%202%202020%20Presentation%20Steve%20Akers.pdf

MARCH 5, 2020 HANDOUT (GREG HOLMGREN):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Holmgren%20-%20Presentation.pdf

FEBRUARY 6, 2020 HANDOUT (ERIC REIS):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20of%20Presentation.pdf

JANUARY 9, 2020 HANDOUT (CHAD DZIEDZIC):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20Securing%20Your%20Retirement_STAMPED.pdf

DECEMBER 5, 2019 HANDOUT (PANEL):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/HANDOUT%20DEPC%20Advisors%20Discussing%20Collaboration%20with%20Case%20Studies.pdf

UPCOMING EVENTS

October 1, 2020

Trustee Bootcamp VIRTUAL MEETING

Dave Folz

See Event Details

November 5, 2020

Financial Feminism: Women, Money, Wealth & Legacy

Roslyn Dawson and Sonja Borda

See Event Details

December 3, 2020

SECURE Act

Bob Keebler

See Event Details

January 7, 2021

Unintended Consequences of Naming a Charitable Beneficiary in a Will or Trust

Mark Sales

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils