Advisors Discussing Collaboration with Case Studies
REGISTRATION IS CLOSED FOR THIS EVENT
SEE BELOW FOR WALK-IN DETAILS
THURSDAY, DECEMBER 5, 2019
***PLEASE NOTE THIS LOCATION***
6524 Alpha Road, Dallas, Texas
(Breakfast is served 7:30-8:00 a.m.; Program 8:00-9:00 a.m.)
RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY NOVEMBER 27 (5:00 P.M.) TO GUARANTEE A MEAL
ADVISORS DISCUSSING COLLABORATION WITH CASE STUDIES
PANEL: DOTTI REEDER, LAUREL STEPHENSON, JOHN KARLS, ROSS SIMS
Sponsored by Parkland Foundation and Frost Bank
The panelists will suggest ways in which a client’s team of advisors may work in a more collaborative manner. The panelists will equip advisors to communicate more effectively with one another, respect each other’s role, facilitate each other’s efforts, and work more cohesively as a team. With the use of case studies, the panelists will discuss the differing ways in which a client’s advisors typically approach an estate planning misstep or opportunity, explain how a lack of coordination in those advisors’ efforts could undermine the client’s goals, and suggest ways in which advisors may work more collaboratively in achieving the client’s objectives. Laurel Stephenson is a founding Member of Davis Stephenson, PLLC. She specializes in estate planning for high net worth individuals and multi‐generational families. She works with her clients to develop estate plans tailored to preserve, protect, and transfer the wealth they spent their lives accumulating in a manner designed to fulfill their unique objectives. Laurel graduated from Texas A&M University with a B.S. in Economics and the University of Texas School of Law. Dotti Reeder, CPWA®, serves as a Managing Director on the Client Advisory Team at Tolleson Wealth Management. She provides a strategic wealth management process for clients by identifying and implementing strategies that meet each client’s investment, financial, tax, philanthropic and wealth-transfer needs. Dotti earned a Bachelor of Business Administration in Accounting from the University of Texas at Austin. John Karls has more than 20 years of experience consulting with successful individuals, families and closely held businesses. He leads the High-Net-Worth and Family Office Practices in Dallas. In this role, John specializes in multi-generational business succession and estate planning for his clients, assisting with their wealth transfer, stock option and retirement planning for individuals. He also serves as his clients’ personal CFO as well as a Business Manager to professional athletes and artists. John received his B.B.A. in accounting from the University of Wisconsin-Milwaukee. Ross Sims, III, is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company. Ross is a thoughtful consultant, collaborating with agents, their high net worth clients and business owners, and other professional advisors in the identification and implementation of optimal estate and business planning strategies. Ross earned his J.D. from the Paul M. Hebert Law Center at Louisiana State University. He obtained a B.B.A. from Auburn University in Auburn, Alabama.
There is continuing ed credit pending for this presentation. The program handouts are paperless. The handout will be available to download on the website (Document Library) a few days prior to each meeting. YOU may print the handout if you prefer to have a handout at the meeting.
Note: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX 75238-8553. You may register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page.
PREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare. PREPAID MEMBERS MUST REGISTER ON THE WEBSITE BY THE DEADLINE - scroll down to the bottom of the page and register.
THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. CREDIT CARDS ARE NOT ACCEPTED AT THE DOOR, CASH OR CHECK ONLY. Member: $37 (includes meal and program); Guest: $50 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25; $20 - GUEST - Emerging Professionals – FIRST MEETING (includes meal/program-MUST be 40 years of age or younger or less than 5 years in respective discipline – MUST REGISTER BY THE DEADLINE)
____$37 ___$50____$25 (Member-Program Only) ____$20 (GUEST EP-First Meeting)
E-mail: ________________________________________ Phone No: _____________________________________
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: ARMANINO LLP, BESSEMER TRUST COMPANY, CARTER FINANCIAL MANAGEMENT, CLIFTON LARSON ALLEN, COMMUNITIES FOUNDATION OF TEXAS, TEXAS WOMEN’S FOUNDATION, FROST BANK, HIGHGROUND ADVISORS, JACKSON WALKER,, MERRILL LYNCH – THE MAYNARD GROUP, PARKLAND FOUNDATION, QUEST CAPITAL MANAGEMENT, THE CATHOLIC FOUNDATION AND TOLLESON WEALTH MANAGEMENT. IT IS THE SPONSORS WHO MAKE POSSIBLE THE SOCIAL EVENTS AND PROVIDING EXCELLENT SPEAKERS.IN ADDITION, WE WOULD LIKE TO RECOGNIZE THE PATRONS: BISIGNANO HARRISON & NEUHOFF, CARTER MALOUF – PRIVATE JEWELER, MERRILL WEALTH MANAGEMENT, DAVIS STEPHENSON, GLAST, PHILLIPS & MURRAY, GOLDIN PEISER & PEISER, HERITAGE AUCTIONS, PLAINSCAPITAL BANK, PROBITY ADVISORS, INC., SIGNET ART, SOUTHERN WEALTH MANAGEMENT AND STOUT. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.
WELCOME NEW MEMBERS!
Rachel Alexandeer (Salmon, Sims Thomas)
Ronald Salmon (Salmon, Sims, Thomas)
We encourage you to “like” our Dallas Estate Planning Council Facebook page, which will routinely post event updates like this in the future.
NOTE: SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING