Emerging Professionals Initiative Meeting
THIS EVENT IS CLOSED (REACHED CAPACITY)
The Emerging Professionals Initiative of the Dallas Estate Planning Council invites emerging professionals to attend How to Build a Thriving Practice, featuring lunch, panel discussion, and an opportunity for networking with peers. Learn from experienced DEPC members how they built their careers from the ground up. You’ll hear perspectives from a practicing attorney, life insurance professional, accountant, and financial planner.
This event is open to self-defined emerging estate planning professionals (if you are not a self-defined estate planning professional, please forward this invitation to someone you know who qualifies). You need not be a member of the Dallas Estate Planning Council to attend. The event attendance is capped at 50 people. Advanced registration is required, and walk-ins are not permitted for this event. This event will fill up fast, so register now!
Event: How to Build A Thriving Practice
Moderator: Toby Eisenberg (US Trust)
Panel Participants: Jerri Hammer, Accountant (Travis Wolff, LLP); Don Lan, Attorney (Lan Smith Sosolik PLLC); Todd Healy, Life Insurance (Healy Partners); and Brandon Ratzlaff, Financial Planner (Carter Financial Management)
Date: Tuesday, November 17, 2015
Time: 12:00 PM to 1:30 PM
Location: Seasons 52, Northpark Center, 8687 N Central Expy B307, Dallas, TX 75225
Cost: $10
Other Details: A family style lunch and beverages will be provided. The cost of the meal is being subsidized by the Dallas Estate Planning Council. No continuing education credit is available for this event. Registration is available exclusively online and payment by credit card is required.
If you have questions please contact Christine Wakeman at cwakeman@theblumfirm.com.
