2019 Advisory Council Breakfast Series

Debbie Cox_Amanda Lott

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 hmccollum@dallasfoundation.org

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.