2020 Professional Advisors Seminar Registration

As we have for the past 25 years the DJCF will host the Annual Professional Advisors Seminar this fall. We are so excited to welcome Christopher Erblich, who after resounding feedback and praise, is back by popular demand. The virtual event this year, on October 7, 2020, promises to be yet another enlightening and rewarding experience while prioritizing safety for all participants.

Helping Families Navigate Their Planning During Uncertain Times
Chris will discuss the evolution of what clients have demanded from their advisors and how those demands/needs continue to change in context of potential economic uncertainty. Chris Erblich is office managing partner at Husch Blackwell in Tucson, Arizona and is a staple in the industry, delivering hundreds of presentations nationally, speaking on estate and business planning techniques for high-net worth families.

With extensive experience in federal transfer taxation and various income tax and estate planning techniques, Chris provides on-going business counseling and guidance to many families and family businesses.

October 7, 2020, 8:00-10:15 AM

Registration: $45

A unique link to join the event will be provided prior to the seminar.
CLE, CLU, CFP, CPE and CTFA credits approved.

The safety of our participants is important to us and this year's virtual seminar promises to be as meaningful and rewarding as the past 24 years.

 

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Questions? Contact Natasha Shovar at: nshovar@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 - CD Wealth Management, 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
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