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BEGIN:VEVENT
DTSTART:20110303T133000Z
DTEND:20110303T150000Z
LOCATION:Fairmont Hotel
UID:474220110303T133000ZRisk Management for Wealthy Clients
DTSTAMP:20260509T043931Z
DESCRIPTION:\n  \nBREAKFAST MEETING \nTHURSDAY, MARCH 3, 2011 \n(Breakfast served 7:30-8:00 a.m.; Program 8:00-9:00) \nFAIRMONT HOTEL \n1717 North Akard, Dallas, Texas \nRESERVATION DEADLINE: FRIDAY, FEBRUARY 25  (IN COUNCIL’S OFFICE) \nBEST PRACTICES FOR PROTECTING THE AFFLUENT \n(This is the program originally scheduled for the December meeting) \n  \nMICHAEL HEARD \n(1 HOUR PROGRAM) \nSponsored by CHUBB \n  \nThis one hour key note presentation is designed specifically to educate the trusted advisor on the best practice procedures for protecting the affluent client.  A sampling of the topics to be covered are as follows: (1) State of the nation as it relates to risk presented to the affluent from domestic and international sources; (2) Establishing a valid and reliable threat level; (3) Residential security and mitigating home invasion/home burglary; (4) Communication security and the risk from hacking into personal information as well as audio/visual espionage; (5) Travel security and the risk to children/adults traveling abroad; (6) Employee/contractor vetting and the menu of investigative due diligence; and (7) Crafting the family-specific crisis preparedness and response plan for issues such as extortion, kidnapping, stalking, threats of violence and terrorist activity. Michael Heard joined Risk Control Strategies as the Managing Director of RCS’s location in the Jacksonville, Florida area after a 28-year career with the FBI. While in the FBI he served in six FBI field divisions and twice at FBI Headquarters in the Violent Crime and Counterterrorism Divisions. Michael possesses demonstrated leadership expertise in violent crime, counterterrorism, strategic planning, crisis resolution, and risk management, to include vulnerability assessments, executive protection and workplace violence. \n  \nThere is no continuing ed credit for this presentation. \n  \nNote: Paid membership dues do not include meals. To register for the meeting, print this form, 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: go to [www.dallasepc.org](http://www.dallasepc.org/). Go to “Next Meeting” on the left column and click on “Event Details”, scroll down to the bottom of the page and register.  If you need a receipt, print out the confirmation page.  RESERVATION DEADLINE IS FEBRUARY 25. \n  \nPREPAID 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 and number of outlines to print. 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”. NO CREDIT CARDS ARE ACCEPTED AT THE DOOR, CASH OR CHECK ONLY. \n  \nMember: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).    \n  \nName: ________________________________________  \n    ____$37                ___$60       ____$25 (Member-Program Only)    \n  \nE-mail: ________________________________________ \n  \nPhone No. _____________________________________ \n  \n  \nName: ________________________________________   \n   ____$37                ___$60          ____$25 (Member-Program Only) \n  \nE-mail: ________________________________________ \n  \nPhone No. _____________________________________
SUMMARY:Risk Management for Wealthy Clients - Dallas Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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