DALLAS ESTATE PLANNING COUNCIL

THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED.

BREAKFAST MEETING

THURSDAY, DECEMBER 2, 2010

                                               (Breakfast served 7:30-8:00 a.m.; Program 8:00-9:00)

                                                                        BENT TREE COUNTRY CLUB

5201 Westgrove Drive, Dallas, TX  75248 (972-931-7326)

FOLLOW DIRECTIONS BELOW:

Tollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive

Tollway North: Exit Keller Springs/Westrgove, Turn Right on Westgrove, Left on Club Hill Drive

RESERVATION DEADLINE: FRIDAY, NOVEMBER 26 (IN COUNCIL’S OFFICE)

BEST PRACTICES FOR PROTECTING THE AFFLUENT

PAUL VIOLLIS

(1 HOUR PROGRAM)

Sponsored by CHUBB

This, one hour key note presentation, is designed specifically to educate the trusted advisor on the best practice procedures for protecting the affluent client.  A sampling of the topics to be covered are as follows: (1) State of the nation as it relates to risk presented to the affluent from domestic and international sources; (2) Establishing a valid and reliable threat level; (3) Residential security and mitigating home invasion/home burglary; (4) Communication security and the risk from hacking into personal information as well as audio/visual espionage; (5) Travel security and the risk to children/adults traveling abroad; (6) Employee/contractor vetting and the menu of investigative due diligence; and (7) Crafting the family-specific crisis preparedness and response plan for issues such as extortion, kidnap, stalking, threats of violence and terrorist activity.  Prior to assuming his current position of Chief Executive Officer, Risk Control Strategies, PAUL VIOLLIS, Sr., Ph.D. resume includes President and CEO of Corporate Risk Consulting, Senior Managing Director for Citigate Global Intelligence & Security and VP at Kroll where he served on their post September 11^th Threat Assessment Team.  Dr. Viollis has developed a diverse base of expertise in various areas of the criminal justice system ranging from his position as supervisor for the New York County’s District Attorney’s Office’s Criminal Court Unit and Security Specialist/Supervisor under the United States Space Command to CO of a Florida State Police Academy.  He is a renowned public speaker and has served as a subject matter expert in workplace security, counter terrorism threat assessment, workplace violence, private client security, police training, exam validity, school violence and domestic violence.  Dr. Viollis specializes as a security advisor for the affluent community as well as in workplace violence behavioral analysis of which he is currently recognized as one of the foremost experts in the world.  He has authorized books ranging from personal security for the affluent, workplace violence and workplace security.

1 hour of continuing ed credit has been applied for.

Note:  Paid membership dues do not include meals.  To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX  75238-8553. You may register online with a credit card payment on the website: go to www.dallasepc.org. Go to “Next Meeting” on the left column and click on “Event Details”, scroll down to the bottom of the page and register.  If you need a receipt, print out the confirmation page.  RESERVATION DEADLINE IS NOVEMBER 26.

PREPAID MEALS:  Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print.  THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  NO CREDIT CARDS ARE ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.

Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).  

Name: ________________________________________ 

 ____$37 Member      ___$60 Guest   ____$25 (Member-Program Only)

E-mail: ________________________________________

Phone No. _____________________________________

Name: ________________________________________

____$37 Member   ___$60  ____$25 (Member-Program Only)

E-mail: ________________________________________

Phone No. _____________________________________

SPONSORS:  We would like to thank the following meeting sponsors:  Baylor Health Care System Foundation, CHUBB, Communities Foundation of Texas, Dallas Women’s Foundation, Texas Health Presbyterian Foundation and Tolleson Wealth Management

PATRONS:  We would like to thank the following patrons for their support:  Bisignano & Harrison, LLP, John Checki, CPA, CFP, CRC, Middleton Burns & Davis, P.C., The Catholic Foundation, The Wilcox Group-Investment Banking, Tolleson Wealth Management, Travis Wolff & Co.  and Weaver