Teaching Children and Grandchildren About Wealth
Join us for an important discussion about one of the biggest challenges advisors encounter with their clients: How to teach children and grandchildren about wealth?
You'll hear from Debbie Cox, Managing Director | Wealth Advisor, and Amanda Lott, Executive Director | Wealth Strategist with JP Morgan Private Bank.
We'll delve into some insights, trends and best practices in this specialized area of financial planning.
Friday, March 29, 2019
Breakfast: 7:30 am
Program: 8:00-9:00 am
Questions? Please contact Haley McCollum at 214-741-9898 x127 or email@example.com.
Save These Dates
Other sessions in the Advisory Council Breakfast Series include:
June 13, 2019, 7:30 a.m. - 9:00 a.m.
Be among the first to hear about The Dallas Foundation's next era of impact. Led by Dallas Foundation President & CEO Matthew Randazzo, this session will focus on the important role professional advisors play in engaging donors and inspiring impactful community investments.
September 2019 (Date TBA), 7:30 a.m. - 9:00 a.m.
Join us to hear from Catherine Burnett, Chief Impact Officer of Phillips Enterprises and Sean Caho, Director of Strategy & Innovation at Social Venture Partners Dallas and Coordinator for the Dallas Impact Investing Network for an engaging conversation focused on amplifying philanthropic impact.