The Dallas Jewish Community Foundation annually hosts a Professional Advisors Seminar to promote the concept of planned giving, while also providing continuing education hours.
The 21st Annual Seminar, held at the Westin Galleria on Friday, Sept. 16, attracted leading Dallas-Fort Worth area attorneys, accountants, insurance agents, and other financial planning professionals. With close to 300 in attendance, this seminar has been touted as the largest of its kind in North Texas, and is regarded by attendees as the “annual reunion of estate planning professionals.”
The DJCF is grateful for the support of its 24 event sponsors, including the lead sponsor, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP, whose support has ensured the continuance of this annual event. Speaking on behalf of the lead sponsor, Josh Ungerman expressed his mutual gratitude for the foundation, explaining that it’s a “real honor to be able to partner with the Dallas Jewish Community Foundation, and it is a partnership.
“When you take one of your most important assets, your clients, it’s important that you know that they will be taken care of and they are going to be treated with the top-notch customer service that you provide them and expect without exception every time.”
This year, the DJCF welcomed nationally recognized speakers Mickey R. Davis and Melissa J. Willms, partners in the firm of Davis & Willms, PLLC in Houston. As legal experts in their field, Mickey and Melissa educated attendees on emerging techniques in the areas of charitable and planned giving, and estate and tax planning. Mickey and Melissa’s knowledge on this subject matter made it an invaluable morning for those in attendance. An additional highlight of the seminar program was the DJCF’s surprise honoring of Ira Silverman for his 10-year commitment as chair of the Professional Advisors Seminar.
Ira’s dedication to the foundation runs deep, and includes his involvement as a past chair and life trustee. Ira said, “I enjoy being involved with the seminar. When I see professionals in various settings, someone always seems to come up and wants to talk about the seminar. I feel like a year-round walking advertisement.” The DJCF is proud of another successful year, and looks forward to planning 2017.
For more information about the Professional Advisors Seminar, please call 214-615-9351 or visit www.djcf.org.
— Submitted by Jaycee Greenblatt