2017 Professional Advisors Seminar Registration

Thank you for registering for the 2017 Professional Advisors Seminar: Planning in Uncertain Times, presented by Christopher E. Erblich. Please use the form below for yourself. The next page will include payment options and forms for additional people you would like to register. If you are filling this form out for someone else, please include your name under the Company Address field.

The seminar will be held October 27, 2017 at the Westin Galleria in Dallas, TX. Breakfast and registration begin at 7:30am, the seminar is from 8:00am -10:15am. The price is $80 per person until October 16th, afterwards, the price is $95 per person, either through this form or at the door.

Click here if you are interested in being a sponsor.


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Please indicate below if you need CE credit. If "Yes", please check the ones that you need and, if applicable, add your CE number in the box. If you do not choose any CE Credit or provide the number, we will be unable to send your certificate. Please be aware you MUST stay for the entire seminar to receive your certificate. If you do not need CE credit, please choose "No" below.
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Company Information







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Questions? Contact Mona Allen at: mallen@djcf.org or 214-615-9351.

Testimonials

The Dallas Jewish Community Foundation continues to be very helpful in working together to meet the various philanthropic goals and desires that many of my clients have. Meyer Bodoff and his staff are very professional and continue to adapt…
Scott R. Cohen - Waldman Bros, CFP®, CFS®, CAP®
I have the privilege to serve as Chair of Create A Jewish Legacy, the Dallas Jewish Community Foundation's endowment and bequest initiative. That gives me the chance to collaborate with community partners and their donors to ask their const…
Stuart Prescott - Marsh & McLennan Agency Known Locally as Prescott Pailet Benefits
Our family philanthropic fund with the Dallas Jewish Community Foundation, which we established approximately 5 years ago, has provided us with the ability to plan and organize our charitable giving. First, it has allowed us to contribute t…
Dr. Harlan and Hannah Kay Pollock
The Dallas Jewish Community Foundation, particularly under the leadership of Meyer Bodoff, continues to stand out among community organizations. Most nonprofits, focus on the "how" or "way" donors can give. In my experience with Meyer and…
Todd S. Healy, MSW, CLU, ChFC, AEP - Chartered Advisor in Philanthropy, HealyPartners
As I begin to write this testimonial to DJCF the realization strikes home that this is the 32nd anniversary of our family's Philanthropic Fund which was initiated in 1983. From our home in Waco, we have watched the Dallas Jewish Community F…
Dr. Stanley and Florence Hersh
We have enjoyed a terrific long-standing relationship with the Dallas Jewish Community Foundation. Professionals and families need a trusted partner, not just one with the knowledge and skills to get the job done, but one with a "heart". …
Lenny Krasnow - M.B. & Edna Zale Foundation
My experiences with the Dallas Jewish Community Foundation as a practicing CPA as well as a lay volunteer have been very fulfilling. In my professional dealings with the Foundation staff, they exhibit a high degree of professionalism and r…
Sandy Kaufman - Stanford Kaufman & Associates
My experiences with The Dallas Jewish Community Foundation have only been positive. Meyer Bodoff and his staff may be the most compassionate and capable group of people assembled in the field of philanthropy in Dallas, TX. They never fail…
M. Alan Alspaugh, CLU, CAP® - Eagle Strategies, LLC
Our relationship with Dallas Jewish Community Foundation goes all the way back to its formation as a separate entity in 1999. We are very proud of this relationship and continue to enjoy watching the Foundation grow in size and stature as …
David Rosenberg - Thompson & Knight LLP
As an attorney (and CPA) who often represents families involved with complex tax and estate matters relating to wealth preservation and transfer strategies, it is reassuring to know that the Dallas Jewish Community Foundation is available a…
Josh O. Ungerman, P.C. - Partner, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.

Contact Us

Dallas Jewish Community Foundation
Byrna & Joe Funk Family Philanthropy Center
12700 Hillcrest Road, Suite 201
Dallas, Texas 75230

E-mail: info@djcf.org
Phone: (214) 615-9351
Fax: (214) 363-5942