2026 Professional Advisors Seminar
Please join us as a sponsor for the 31st Annual DJCF/SWCF Professional Advisors Seminar on Thursday, September 10, 2026. Contact Suzanne Massey at [email protected] for sponsorship opportunities or with additional questions.
The DJCF/SWCF Professional Advisors Seminar is a flagship annual event for the Dallas professional advisor community, drawing more than 300 attendees each year. The seminar offers the opportunity to learn from a nationally recognized expert, earn continuing education credits, and network with a broad cross‑section of professional advisors. The program is intentionally designed to engage accountants, estate attorneys, financial planners, insurance agents, wealth advisors, and other related professionals, making it a premier gathering for education, connection, and professional growth.
Faith, Family, and the Fiduciary: Navigating Religion in Estate Planning
Trusted professional advisors have the rare opportunity to know the deeply held personal values, convictions and beliefs of clients. Understanding a client’s faith and belief perspective can materially strengthen the development and execution of estate plans that reflect client wishes and legacy concerns – and it can also strengthen the relationship between an advisor and their client.
This presentation, Faith, Family and Fiduciary: Navigating Religion in Estate Planning, will outline how the religious expectations and requirements of Christianity, Islam and Judaism can impact testamentary objectives such as estate distribution, dispute resolution, charitable intent and use of a living will or advance directive documents for clients who practice different religions. Ethical implications, generational differences, and legislative requirements will also be discussed. Following the keynote presentation, a panel of philanthropic, legal and financial experts will discuss successful philanthropic case studies.
Stacy E. Singer
Stacy E. Singer is a Senior Vice President, National Practice Leader for Trust Services at The Northern Trust Company, where she works closely with trust professionals on all aspects of the delivery of fiduciary services to clients nationally. She previously served as the National Director of Estate Settlement Services at Northern. Ms. Singer joined Northern Trust in 2003.
Ms. Singer was previously a Vice President in the Estate Administration Division at Harris Trust & Savings Bank in Chicago. Prior to Harris, she was a member of the estate and succession planning department at Burke, Warren, MacKay & Serritella, P.C.
Ms. Singer is the past President of the Board of Directors of the Chicago Estate Planning Council and a Fellow of the American College of Trust and Estate Counsel, where she serves as Illinois State Chair. She is a professor in the University of Miami School of Law’s Heckerling Graduate Program in Estate Planning. She has written extensively for numerous publications, including Trusts & Estates, Advancing Philanthropy and Estate Planning.
She holds a B.A., with distinction, from the University of Michigan and received her J.D. from the University of Michigan Law School in 1992.
2026 Sponsorship – DJCF/SWCF Professional Advisors Seminar
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2026 Sponsor Listing
*Listing as of 6/18/2026
Primary Sponsor
We are grateful to Meadows Collier for 19 years of sponsorship!
Benefactor Sponsor
Partner Sponsor
Supporter Sponsor
