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Professional Advisors

2024 Professional Advisors Seminar

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

Now in its 29th year, the DJCF/SWCF Professional Advisors Seminar is one of the cornerstone annual events for the Dallas professional advisor community. The seminar offers the opportunity to learn from a nationally recognized expert, earn continuing-education credits, and network with professional advisors across several fields. The content of the seminar is designed to appeal to accountants, estate attorneys, financial planners, insurance agents, wealth advisors, and other related professions. 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.

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2024 Seminar

Enhance Client Impact with DJCF’s Charitable Solutions

As a professional advisor, you have clients who care about the community. By working with DJCF, you can help your clients apply their passion to give, while helping them enjoy significant tax benefits. DJCF works with advisors from the legal, accounting, insurance, wealth management, and investment fields to help individuals and families reach their charitable goals.

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Benefits
  • Personalized & Creative Strategies
  • Comprehensive Support
  • Expert Guidance
  • Committed to Operational Excellence
  • Trust & Confidentiality
  • Tools & Resources for Advisors

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Year-End Giving

Make a difference this holiday season—donate now to support your favorite cause and maximize your year-end tax benefits!

End of Year Giving