Registration for this meeting is closed. For event information or registration issues, contact Eric Holleman at [email protected].
How To Stay Rich Once You Get Rich
Our panel includes a financial advisor who specializes in wealth management and exit planning, a tax liability insurance expert, a litigation attorney with experience representing trusts and high-net worth families, and the president of the Dallas Estate Planning Counsel, who also provides tax services for estates, trusts, and high-net-worth individuals. The panel will address many facets of wealth preservation across the spectrum of wealth levels. The event should prove useful to people at all levels of wealth.
Jesse Abercrombie, Wealth Advisor, Edward Jones
Daniel Berger, SVP, Head of Tax Insurance, Lockton Companies
Michael Gruber, Shareholder, Greenberg Traurig
Justin Reeves, Partner, Tax Services, Weaver
Learning Objectives – Attendees at this program will understand:
- What are some ways to protect your wealth while living?
- How do you protect wealth from estate taxes?
- What methods do people use to pass wealth on to future generations? What are the pros and cons of these methods?
- What are some real-world examples of “estate planning gone wrong” that our panelists have encountered and some of the lessons that can be gleaned from those situations?
REGISTRATION
Open to FEI Dallas Chapter members and non-members with executive roles in the Private Equity sector. Please register by Monday, February 20th.
SCHEDULE
4:30-5:00 p.m. Check-in and Networking
5:00-5:40 p.m. Hors d'oeuvres & Cocktails
5:40-6:30 p.m. Program and Q&A | 1.0 CPE
LOCATION
Wondr Health
12790 Merit Dr
Suite 700
Dallas, TX 75251
STRATEGIC PARTNERS
Greenberg Traurig, LLP
Weaver
CANCELLATION
To cancel a reservation, contact Nancy Ehlers at [email protected]. Forty-eight “business” hours notice is requested for cancellation. We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows.
CPE CREDIT
This event offers 1.0 CPE credit.
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
Instructional method: Group-Live
Recommended CPE Credits: 1.00 credit
Experience Level: Basic
Prerequisites/advance preparation: None
CONTACT
Nancy Ehlers
FEI Dallas Chapter CPE Manager & Membership Support
Cell: 973-903-5068
[email protected] | www.feidallas.org