2019 DJCF/SWCF Professional Advisors Seminar

Our 25th Annual Professional Advisors Seminar on October 7, 2020 with Chris Erblich and his presentation, Helping Families Navigate Their Planning During Uncertain Times, provided an invaluable virtual opportunity for participants and advisors to take advantage of new information about emerging techniques in areas of charitable and planned giving and estate and tax planning. In a first for the annual seminar, the all-virtual event was as important and informative as the previous 24 seminars with attendees still receiving continuing education credits in their field. Now, from the comforts of homes, hotels, airports and, if lucky enough, a sunny beach somewhere, the seminar  once again provided networking and learning. 

Chris and his team discussed 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. We quickly saw why he and his team, Benjamin Kelly and Eric Ess, are crowd favorites.

The event would not be complete without an inspirational message from President/CEO Meyer Bodoff, see last year's video below. 

 

  

 


Thank You to the Sponsors of the 2020 Professional Advisors Seminar

 

Primary Underwriter


 

Platinum Sponsors

www.frostbank.com
 
fa.morganstanley.com/dallasconsultinggroup
 
TKLaw.com
 

 

Faces Of The Foundation

We believe that the Jewish Community Foundation is one of the lowest cost, most efficient, best managed foundations we know of...
Joyce and Selly Belofsky
While I was giving birth to my son three years ago, I went suddenly blind. I had to move forward with my life, so I decided to get a guide dog, Roxi. Thank you for caring, and for being so generous. You are changing lives...
Chag Sameach, Ruth & Roxi
We delight in the vibrant, diverse, active, growing greater Dallas Jewish community, and feel our participation with the DJCF assures its continued growth and development...
Carol and Harold Pinker
Through the visionary grant of the DJCF, the Gardens of Friendship project is opening the world of gardening to our children, helping them grow and bloom along with their gardens...
2016 Gardens of Friendship Project Recipient
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
Establishing a scholarship fund at the Dallas Jewish Community Foundation has proven to be an immense joy to clients who have done so...
Ira Silverman, Silverman Goodwin LLP
The two time assistance from the Priya Fund allowed us to focus on the physical aspect of the treatment. Thank G-d, we are now the proud parents of Ari and Eliana...
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Ann Zimmerman Gallant
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Jordan Herskowitz
Having a DJCF donor advised fund for many years has greatly simplified our charitable giving. Through our donor advised fund, we are able to recommend grants to many worthy organizations and fulfill our desire to help make the world a bette…
Julie and Scott Miller and Family

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