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Seminar Registration

2025 Professional Advisors Seminar

Thursday, September 19, 2025
Breakfast | 7:30-8:00 AM
Seminar | 8:00-10:30 AM

Westin Galleria Dallas
13340 Dallas Parkway | Dallas, TX 75240

About the Seminar

Creative Charitable Planning:
How to Leverage Noncash Assets and AI

 

This year, the seminar will take place on September 19 at the Westin Galleria and will feature Paul Caspersen, CFP®, MS, AEP, a Certified Financial Planner with 27 years of financial, estate and charitable planning experience. Paul is the founder of Planned Giving Interactive (PGI), a charitable planning software & consulting organization.

2025 Seminar Details

Learn More!

Seminar Registration

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Name*
Law, Accounting, Financial Advisor, Estate Planner, etc.
Business Address*
Please specify whether or not you will need CPE, CLE, CLU, CFP, CTFA credits.
This is an opportunity to share contact information amongst other professional advisors in the DFW area.
If you’re seeking credits for CLE, CLU, or CFP, please provide us with your CLE, CLU, or CFP number. Please put ‘N/A’ if not applicable.
Once you click “submit,” you will be directed to pay by credit card.
If you wish to pay by check instead, please email [email protected].

Sponsor list as of 4/22/2025

Primary Sponsor

We are grateful to Meadows Collier for 18 years of sponsorship!

Advocate Sponsor
Partner Sponsor
Supporter Sponsors