Professional Advisor Seminar

21st Annual Professional Advisor Seminar 

The Wealth of Their Lives: Practical approaches to help clients create lasting personal legacies

February 2, 2018
The Belo Mansion
Registration 7:30 a.m.
Program 8:00 a.m. until 10:30 a.m.

 

Many clients want to pass on more than money or material goods to their heirs. They want to leave behind something intangible -- a love of family, a sense of duty, a faith. 

Susan Turnbull will be the keynote speaker at The Dallas Foundation’s 21st Annual Professional Advisors Seminar in February. Her presentation will instruct advisors on the value and use of nonbinding personal legacy documents as a vital component of estate, investment, and philanthropic planning. 

Turnbull is founder and principal of Personal Legacy Advisors, LLC, which specializes in finding ways for high net worth individuals communicate their feelings, values, advice and stories to future generations. Turnbull, author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, has also appeared in The New York Times and USA Today.  She’s known for popularizing “ethical wills” as a way to hand down family traditions and values, and for developing strategies to help discern and define donor intent.

The 2018 Professional Advisor Seminar will be held on February 2nd at The Belo Mansion in downtown Dallas. Continuing education credit will be available. To register for the event, please use the registration link below. 

  

This course has been approved for continuing education credit with the following accrediting organizations:

  • Certified Financial Planner Board of Standards (CFP)
  • American Bankers Association (ABA)
  • Texas Department of Insurance 

This course is pending approval for continuing education credit with the following accrediting organizations:

  • State Bar of Texas (MCLE)
  • Institute of Certified Bankers (ICB)
  • Texas Board of Legal Specialization (TBLS) – Estate Planning and Probate Law
  • Texas Board of Legal Specialization (TBLS) – Tax Law

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

Presenting Sponsor