Dallas Foundation

Events

  • Beyond Numbers: Transforming How Advisors Win and Retain Clients

    Arts District Mansion 2101 Ross Avenue, Dallas, TX, United States

    For over 25 years, The Dallas Foundation has hosted its annual Professional Advisor Seminar to provide timely and relevant content for accountants, investment managers, wealth advisors, financial planners, trust attorneys, and other professionals. The seminar is designed to offer up-to-date and pertinent information, as well as an opportunity for continuing education for qualified advisors.

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