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Dallas Estate Planning Council

DALLAS ESTATE PLANNING COUNCIL

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Meeting Handouts

MEETING HANDOUTS:

2021-2022

​MAY 5, 2022 (TOM ROGERSON):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout.pdf

APRIL 7, 2022 (STEVE AKERS) 3 HANDOUTS:

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20for%20meeting%20Akers.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Akers%20Handout%20%202022%20Supplement-Summary.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Akers%20handout%203%20Highlights.pdf

MARCH 3, 2022 (JOHN ANDREWS)

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

FEBRUARY 3, 2022 (JONATHAN TIDD)

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

JANUARY 6, 2022 (JEFF CHADWICK)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20for%201%206%2022%20meeting.pdf

DECEMBER 2, 2021 (LESLIE KIEFER AMANN)

NOTE: 2 HANDOUTS

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Amann%20presentation%20paper.pdf

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

NOVEMBER 4, 2021 (REYNOLDS CAFFERATA)

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

OCTOBER 7, 2021 (KATY DAVID/BRAD FLETCHER)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Estate%20Planning%20Amidst%20Cryptocurrency%20Wealth%20Presentation.pdf

 

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