RSVP for the DJCF/SWCF 28th Annual Professional Advisors Seminar

 

 

Planning for When the Circle of Life Begins to Close

 

The Dallas Jewish Community Foundation and Southwest Community Foundation’s Professional Advisors Seminar always presents nationally recognized authorities on estate planning and taxation. In its 28th 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, CFP, CPE and CTFA - pending). The Foundation is happy to announce Thomas W. Abendroth will be this year's speaker.

 

 

Tom Abendroth is a partner in the Chicago office of ArentFox Schiff LLP and served as practice group leader of the firm's Private Clients, Trusts and Estates Group for twelve years. He is a Fellow of the American College of Trust and Estate Counsel. Tom speaks on tax and estate planning topics at banks and professional organizations and has contributed numerous articles to industry publications. Tom has taught at the American Bankers Association Wealth and Trust School since 1990.

 

Thomas W. Abendroth
 
 

 

The Foundation is thrilled to announce that at this year's seminar, the inaugural Meyer L. Bodoff Memorial Award of the DJCF will be given to Ira Silverman. Ira has been an invaluable advocate for, and supporter of, the Dallas Jewish Community Foundation and the Southwest Community Foundation. This award is made possible by the Stanford M. Kaufman Family Fund of the DJCF.

 


Ira Silverman

Breakfast: 7:30 AM / Seminar: 8:00-10:15 AM

Registration: $118

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2023 Sponsors

This list of sponsors will be updated weekly.
To see all the benefits of being a sponsor please visit: https://www.djcf.org/pas_sponsor2023
 

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ADVOCATE

       


PARTNER

       

SUPPORTER

Armanino  -  Carr, Riggs, & Ingram, LLC  -  CD Wealth Management  -  EisnerAmper
Foley & Lardner LLP  -  Jackson Walker LLP  -  Lane Gorman Trubitt  -  Law Office of Adriane S. Grace, PLLC  -  Lisa Newman Law
Marsh McLennan Agency  -  Merrill Lynch: Rose Cates Stein Group -  Metz Insurance Financial  -  Morgan Stanley  -  RSM US
SFMG Wealth Advisors  -  Silverman Goodman, LLP  -  Stanford M. Kaufman & Associates  -  Weaver  -  Wells Fargo Private Bank

 

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Questions? Contact Regan Klinke at: rklinke@djcf.org or 214.615.9351.

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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