DALLAS ESTATE PLANNING COUNCIL

The Good, The Bad, and the Myths of Collaborative Estate Planning:  An Actual Case Study 

The Estate Professionals Initiative of the Dallas Estate Planning Council would like to invite emerging estate planning professionals* to come and enjoy a delicious lunch and network with your peers.  This event is sponsored by the Emerging Professionals Initiative of the Dallas Estate Planning Council and will feature a panel discussion.  The panel will offer candor about the positive aspects of collaborative estate planning, where things can go wrong when multiple client advisors don’t collaborate, and dispel common myths about collaborative estate planning. The panel will also discuss concepts introduced in the whitepaper from the National Association of Estate Planners & Councils, High-Performance Teaming & Professional Collaboration:  A Multi-Disciplinary Team Approach to Estate-Planning (available at: http://www.naepc.org/assets/national/files/teaming_whitepaper.pdf)

Panel Participants:

Corey Metz, CLU, Metz Insurance & Financial

Jimmy Perryman, CFP, Perryman Financial Advisory, Inc.

Christine Wakeman, Attorney, The Blum Firm, P.C.

Moderator:

Rod Riggins, The Dallas Foundation

Date: Thursday, May 19, 2016

Time:  Noon to 1:30

Cost:  $15

Location:  Del Frisco’s Double Eagle Steak House, 5251 Spring Valley Road, Dallas, Texas

This presentation is made possible through the support of the Dallas Estate Planning Council.  Advanced registration for the event is required (walk-ins will not be available).  You need not be a member of the Dallas Estate Planning Council to attend.  This event is capped at 50 registrants. Registration fees paid for this event are non-refundable. Valet or self-park will be available.  The cost of valet is not included in the registration price. Continuing education credit is not available for this event.

*Emerging Professionals:  either (a) you are 40 years old or younger or( b) your current primary discipline is supported by DEPC and that profession has been your primary professional discipline for LESS than 10 years.

REGISTRATION DEADLINE:  MAY 12, THURSDAY, NOON