Dallas Westin Galleria
Sponsorship Opportunities Available
The 2021 Professional Advisor Seminar will be held in-person at the Westin Galleria. The event will also be offered via live stream and the most important aspects of our seminar – networking, continuing education, question and answer – will be offered in both formats. Sponsor visibility will be greatly enhanced through the expanded reach that the hybrid format provides and the year-round sponsor placement on all our communications with fundholders as well as our vast advisor community. We invite your company to be a 2021 sponsor of the Dallas Jewish Community Foundation/Southwest Community Foundation’s 26th Annual Professional Advisor Seminar.
This year, the Foundation is pleased to welcome Dana J. Holt, JD, RICP, AEP®, CAP® as our keynote speaker for the Dallas Jewish Community Foundation/Southwest Community Foundation’s 2021 Professional Advisor Seminar. As CEO-Philanthropic Strategist with HOLT Consulting, LLC., Dana began her career as an estate planning attorney and then spent 13 years at a Fortune 300 Financial Services company. There she helped advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice. The seminar will offer relevant and informative analysis on successfully gifting things like real estate and closely-held stock.
Attendees receive CE credits for CPE, CTFA, CFP, CLE and CLU designations.
If you are a previous year sponsor, you are welcome to contact:
otherwise, please fill out the form below, so we can learn more about you.