Estate planning expert Susan Gary will present an educational seminar for professionals in the legal, tax, investment and financial planning disciplines. Gary's presentation will clarify the differences among impact investing options and address the evolution of the prudent investor standard, the fiduciary duties of trustees, and considerations for settlors and beneficiaries who want to invest for social good. The session will include discussion of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and its effect on accounting for charitable funds. The presentation is aimed toward attorneys, accountants and other professional advisors who serve high-net-worth families.
This course has been approved for continuing education credit with the State Bar of Texas (MCLE), Texas Board of Legal Specialization (TBLS) – Estate Planning and Probate Law, Texas Board of Legal Specialization (TBLS) – Tax Law, Certified Financial Planner Board of Standards (CFP), Institute of Certified Bankers (ICB).
Presented by The Dallas Foundation, “Making Money While Here for Good: Impact Investing From a Fiduciary’s Viewpoint” will be held 8 a.m.-10:30 a.m. at Dallas Country Club, 4155 Mockingbird Lane in Dallas. Bank of Texas is the seminar’s lead sponsor; Locke Lord, Financial Planning Association of Dallas/Fort Worth and Thompson and Knight Foundation are major sponsors. Tickets are $80 per person.
20th Annual Seminar for Professional Advisors Now in its 20th year, The Dallas Foundation’s Professional Advisor Seminar serves as the featured continuing education program to launch the New Year. Each year, local professional advisors, serving primarily high net worth families, attend the Seminar, which targets the legal, tax, investment and financial planning disciplines. The backdrop for financial and wealth planning is ever-changing and the Professional Advisor Seminar focuses on effective strategies that allow clients to maximize results while identifying the charitable giving options that are the best fit for their needs during their lifetime and through their estate plans.