Next Meeting:
Thursday, February 6, 2020
Methods for Modifying Irrevocable Trusts
Site Links:
MEETING HANDOUTS:
JANUARY 9, 2020 HANDOUT:
https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20Securing%20Your%20Retirement_STAMPED.pdf
DECEMBER 5, 2019 HANDOUT:
https://www.dallasepc.org/assets/Councils/Dallas-TX/library/HANDOUT%20DEPC%20Advisors%20Discussing%20Collaboration%20with%20Case%20Studies.pdf
February 6, 2020
Eric Reis (Thompson & Knight)
See Event Details
March 5, 2020
Life Insurance with Higher Exemption Levels
Greg Holmgren (NY Life)
April 2, 2020
Current Estate Planning Developments
Steve Akers (Bessemer Trust)
May 7, 2020
Planned Giving Success and Horror Stories - Planning to Avoid Disaster
Jeremiah Doyle
See Full Calendar
