Dallas Westin Galleria
Sponsorship Opportunities Available
The Dallas Jewish Community Foundation and Southwest Community Foundation’s Professional Advisors Seminar presents nationally recognized authorities on estate planning and taxation. In its 27th year, our annual seminar provides an invaluable networking opportunity with advisors from around the metroplex, most of which cater to high net worth clients. Attendees enjoy a lavish breakfast and receive continuing education credits (CLE, CLU, CFP, CPE and CTFA) (CE credits are pending). The Foundation is pleased to welcome Lauren J. Wolvens, partner in the Trusts & Estates Group of Levenfeld Pearlstein, LLC in Chicago.
Lauren is a Fellow of the estate planning organization, the American College of Trust and Estate Counsel (ACTEC), where she is also the State Chair for Illinois. A frequent lecturer and author on a variety of estate planning and trust administration topics, Lauren is the co-author of two BNA portfolios, “Estate Planning for Unmarried Adults” and “Managing Litigation Risks of Fiduciaries,” part of BNA’s Tax Management Portfolio series. Her speaking engagements have included presentations for the nation’s largest estate planning seminar, the Heckerling Institute on Estate Planning.
This annual seminar is the only time we ask the Estate Planning Community to become a sponsor. Your sponsor benefits are far greater than the list below.
Great sponsorship opportunities exist for you to network and promote your services and general image to more than 300 leading Dallas-Fort Worth area estate planning attorneys, CPAs, insurance agents and other financial planning professionals; many coming from the top firms and companies in the estate planning industry. Your sponsorship will also make this seminar the highlight event for estate planning professionals in the metroplex.
No payment or ads are needed now, we just want to add your name to our growing list of sponsors.
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.