THE
INVITES YOU TO ATTEND
ONE OF TWO INFORMATIONAL MEETINGS
Choose from two sessions:
Brunch: 10:45 AM
OR
Lunch: 12:00 PM
LOVERS LANE UMC
SERENITY HOUSE
9200 INWOOD ROAD
DALLAS, TX 75220
[click RSVP button below to RSVP]
BY 04.30.18
This 2017 workshop was held on Saturday, April 22 and Tuesday, April 25. Participants attended either the Tuesday or Saturday workshop and learned how to apply their family values to their giving footprint, plus they received valuable estate planning information from industry experts in a 2 hour panel discussion.
Saturday, April 22
10:00 - 11:30 AM Developing a plan to reflect your desires and values
11:45 AM Lunch
12:30 - 2:00 PM Financial planning concepts, records, POAs, directives, wills/trusts
Tuesday, April 25
10:00 - 11:30 AM Developing a plan to reflect your desires and values
11:45 AM Lunch
12:30 - 2:00 PM Financial planning concepts, records, POAs, directives, wills/trusts