DALLAS ESTATE PLANNING COUNCIL

DEPC EMERGING PROFESSIONALS MEETING

(Emerging professionals are considered to be age 40 and under or less than 5 years in their respective discipline)

When: Wednesday, February 20, 2019

Where: Dallas Black Dance Theatre, 2700 Ann Williams Way, Dallas, TX 75201 (in the Dallas Arts District)

Time: 7:30am Breakfast and 8:00-9:00am Program

Cost: $10

Educational Program: Insights on Diversity and Inclusion in Wealth Management and Estate Planning:  The lack of diversity across advisors and clients in financial, estate and charitable planning can be both a peril and opportunity. Panelists will help us understand these challenges and successes while illuminating trends, providing practical tips, and sharing ideas across multiple lenses of diversity and inclusion.

Panelists:

Dr. Ajamu C. Loving, PhD: Professor of Finance at UNT-Dallas with a research focus on diversity and millennials. Past speaker at the FPA National Conference.

Shawn Wills: Charitable giving professional, formerly the Sr. Vice President of Development at Texas Women’s Foundation (formerly Dallas Women’s Foundation). Topics include women in philanthropy, the rise of affinity-based giving circles and realities and opportunities for women and people of color in the philanthropic sector.

Jeffrey S. Hamilton: Attorney at The Blum Firm and Board Certified in Estate Planning  & Probate. Topics include diversity and inclusion within the legal and estate planning profession, including LGBTQ clients and advisors.

Moderator: Sergio Garcia, Associate Planner with Quest Capital Management.

Special Welcome & History of the Arts District: Zenetta S. Drew, Executive Director of Dallas Black Dance Theatre

Parking: Complimentary parking in Dallas Black Dance Theatre’s gated lot off Ross Avenue & Arts Plaza will be limited. Additional $6 parking is available in the non-gated surface lots next to One Arts Plaza & 7-Eleven. Please allow time for parking or consider using Uber/Lyft.

Please RSVP below by February 14 (NOON).

Seating & Breakfast is limited to the first 75 to register.

If you are an emerging professional but cannot attend:

Stay informed of future events by emailing DEPCEmergingProfessionals@gmail.com and requesting to be added to the distribution list or check the DEPC website, http://www.dallasepc.org

If you ARE NOT an emerging professional:

Forward to friends, colleagues, employees, etc. who you think would benefit from getting involved.

Encourage emerging professionals at your company to get involved with DEPC.  Your seal of approval may mean more than you realize to younger professionals.

Not a member of the DEPC? That’s okay! Ask us how you can become involved or visit http://www.dallasepc.org/.  

If you have any questions feel free to contact Laura J. Brown, 18-19 President of the Emerging Professionals and the DEPC Emerging Professionals Committee at DEPCEmergingProfessionals@gmail.com.

*Emerging professionals are considered to be age 40 and under

or less than 5 years in their respective discipline