Professional Advisors Seminar
Thank you for attending our 21st Annual Professional Advisors Seminar! If you haven't already done so, please fill out our survey here and let us know what you think!
Each year, the Dallas Jewish Community Foundation convenes a Professional Advisors Seminar for more than 300 leading estate planning attorneys, CPAs, insurance agents and other financial planning professionals. The 2016 seminar, Maneuvering among the Mazes & Minefields of Modern Estate Planning: Helping Our Clients Plan in a High Exemption World, was presented on September 16, 2016 at the Westin Galleria. This seminar provides an invaluable networking opportunity with many individuals attending who cater to high-net-worth clients.
This year, we had the privilege of having two talented speakers: Mickey R. Davis and Melissa J. Willms, partners in the firm of Davis & Willms, PLLC in Houston, Texas, which focuses its practice on assisting clients with estate planning, probate, estate and trust administration, and related legal areas, including business planning and tax law.
Download the seminar book here Download the speaker handout here
If you are unable to access the files, please contact Mona Allen at firstname.lastname@example.org for an emailed copy.
We want to thank the Sponsors of the 2016 Professional Advisors Seminar
A Community Conversation
The Dallas Jewish Community Foundation and its affiliated entities have been serving families, businesses, and non-profits throughout Texas for more than 40 years. Our outstanding team of volunteers, professional leadership, and experienced staff justify the Dallas Jewish Community Foundation's proud standing as one of the premier community foundations in the State of Texas. As a gift to the community, we invite you to join us on October 27th, 2016 from 7:00pm – 9:00pm at the Aaron Family JCC as we celebrate and learn about The Power of Philanthropy. During this celebration we will also be electing our 2016-2017 officers and new board members. Our featured speaker, Melanie Schnoll Begun leads Morgan Stanley's Philanthropy Management and is the co-editor of Morgan Stanley's Perspectives in Philanthropy, a quarterly journal on philanthropic strategy and client engagement. Melanie is a popular speaker for high net worth individuals, professional associations and charitable institutions on issues related to venture philanthropy and social enterprise, strategic fundraising and millennial generational issues. She delivers professional development presentations on donor-centered philanthropic solutions, planning through the gender lens, and building lasting legacies. She has published articles in the Journal of Taxation and Tax Notes, has been quoted in The New York …
Join us for an informal breakfast to learn about the Dallas Jewish Community Foundation's Interfaith Professional Advisors Trip to Israel
The Dallas Jewish Community Foundation will host an informational breakfast* on Wednesday November 16th at 8:00am to discuss our first Interfaith Professional Advisors trip to Israel April 23-May 1, 2017. Our tour operators from Israel will be joining us for a detailed overview of this unique opportunity. Join other advisors from throughout the metroplex to discover the details of what we know will be an experience of a lifetime, as we visit the roots & history of 3 different faiths while witnessing the growth of modern day Israel.
Let us know if you would like to join us for breakfast (no commitments yet, just come and listen). As details are confirmed we will share them with you.
As a faith based Foundation we understand the power of our shared love of Israel and our faiths.
*The breakfast will occur at The Dallas Consulting Group Morgan Stanley Wealth Management
8383 Preston Center Plaza, 4th Floor
Dallas, TX 75225
Guided by our faith and traditions, the Dallas Jewish Community Foundation seeks to improve our community and the world by empowering the philanthropic vision and passions of our fund holders and community partners.