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Seminar Registration

2024 Professional Advisors Seminar

Event Details

Dallas Westin Galleria | September 4, 2024
Breakfast: 7:30 – 8:00 AM
Seminar: 8:00 – 10:30 AM

Effective Charitable Financial Planning:
Financial Strategies, Client Psychology, and National Trends

This year, the seminar will take place on September 4 at the Westin Galleria and will feature Russell James III, Ph.D., J.D., CFP®, a renowned expert in financial planning and charitable giving. Professor James is the CH Foundation Chair of Personal Financial Planning and the Charitable Giving Program Director at Texas Tech University.
 

About the Seminar

Learn More!

Seminar Registration

Name(Required)
Law, Accounting, Financial Advisor, Estate Planner, etc.
Business Address(Required)
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 rklinke@djcf.org.

Sponsor list as of 8/7/2024

Primary Sponsor

We are grateful to Meadows Collier for 17 years of sponsorship!

Partner Sponsors
Supporter Sponsors

2024 Annual Meeting

Register for DJCF/SWCF’s Annual Meeting today!
December 3 | 5:30 – 7:30 PM

RSVP HERE!