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DTSTART:20240926T123000Z
DTEND:20240926T143000Z
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UID:2600220240926T123000ZDEPC Emerging Professionals Meeting
DTSTAMP:20260524T163946Z
DESCRIPTION:\nFrom Transaction to Transformation\n \nCollaborative Client Engagement Through Philanthropy\n \nThursday, September 26\n7:30 - 9:30 a.m.\n \nPegasus Park\nLobby Level\n 3000 Pegasus Park Dr.\n Dallas, TX 7524\n \nThis event is open to all DEPC members.\n \n\n \n \n    \nThis transformative session was designed to help you build stronger, more comprehensive client relationships by integrating philanthropy into your advisory practice, ensuring you meet the evolving needs of your clients while growing your professional impact.\n    \n \n    \n Join us for an insightful and interactive session designed to equip you with the knowledge and tools needed to seamlessly integrate philanthropy into your advisory services.\n\n This session will cover key topics intended to strengthen your client relationships and position you as a forward-thinking advisor in today’s dynamic landscape. You'll hear from a panel of experts about:\n\nDeveloping Cross-Discipline Relationships:\n Learn how to build and leverage relationships across various disciplines to create comprehensive and impactful philanthropic strategies for your clients.\n\nEstablishing Philanthropy as a Cornerstone:\n Discover how to position philanthropy as a fundamental element in your advisory practice, enhancing your value proposition and aligning with clients' values and goals.\n\nGrowing Your Practice Through Partnerships and Philanthropy:\n Explore the benefits of partnerships and collaborative efforts in expanding your practice and offering holistic client-centered solutions.\n\nUnique Philanthropic Tools in Current Practice:\n Gain insights into invaluable tools and resources need to align financial strategies with legal and philanthropic components of client plans.\n\nStrategic Tools and Collaborative Questions:\n Understand how to ensure strategic alignment, particularly within complex charitable gifts, through an array of philanthropic tools, discuss, each of which carries unique benefits and tax implications.\n    \n \n \n \n    \nAbout the Panelists\n    \n \n    \n\n   \nTommy McBride – Wealth Management Advisor, McBride & Associates at Merrill Lynch Wealth Management\n Tommy has been with Merrill Lynch Wealth Management since 1992, leading a team of financial advisors who look to simplify, steward, and care for their clients’ financial lives. Tommy has been consistently recognized in Barron's and Forbes as a top advisor, including being ranked 110th in the nation in Forbes's “Top Wealth Advisors” list, 12th in Texas in Barron’s “Top 1200 Financial Advisors” list, and 4th in Dallas on the Forbes “Best-In-State Wealth Advisors” list in 2024.   \n    \n \n    \n\n   \nGary Garcia – Charitable Gift Planner, The Dallas Foundation\n With over 22 years at the Foundation, Gary has helped donors articulate and advance their highest aspirations. Gary has also worked closely with advisors, collaborating with them to achieve their clients' philanthropic and legacy planning goals.\n    \n \n    \n\n   \nJennifer Sibley – Trust & Estate Attorney, The Blum Firm \n Jennifer received her J.D. magna cum laude from Texas Tech University School of Law and a Master of Science in Personal Financial Planning from Texas Tech University. With 13 years of experience, She is Board Certified in Estate Planning and Probate Law, a Certified Financial Planner, and a Chartered Advisor in Philanthropy. She has been named a “Texas Super Lawyer” by Thomson Reuters, focusing her practice on the tax and non-tax aspects of estate planning, estate administration, marital property agreements, asset protection, business entity formation, and charitable planning.\n    \n \n    \nModerator\n    \n \n    \n\n   \nDanika Mendrygal – Attorney Representing Nonprofit & Tax-Exempt Organizations, Mendrygal Law PLLC\n Danika founded Mendrygal Law to serve nonprofit and tax-exempt clients, guiding them through establishing, growing, and managing their organizations. Recognized as a “Super Lawyer” in Nonprofit Organizations from 2018-2023, she provides counsel in taxation, corporate governance, and compliance issues.\n    \n \n \nDetails/Registration:\n \nhttps://www.financialplanningassociation.org/event/transaction-transformation-collaborative-client-engagement-through-philanthropy\n \n  \n \n \n  \n \n \n \n \n \n \n \n
SUMMARY:DEPC Emerging Professionals Meeting - Dallas Estate Planning Council 
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