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July 2022

Board Meeting – All Board Planning Meeting

July 28 @ 3:00 pm - 5:00 pm
Maguires North Dallas, 17552 Dallas Pkwy
Dallas, TX 75287 United States
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Annual Planning Meeting - All Board members Agenda: Introduction of New Board Members Board Responsibilities Financials Sponsorship Professional Development Venue/ Logistics Happy hour

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August 2022

Kevin Quinn, Trustee Planning – Independent, Family or Corporate

August 9 @ 11:30 am - 1:30 pm
Maguires North Dallas, 17552 Dallas Pkwy
Dallas, TX 75287 United States
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Texas Trustee | Kevin Quinn (trusteetexas.com)   Kevin Quinn views his role as your trustee as being similar to a conductor by orchestrating and working with your team of financial professionals and attorneys to effectively serve you, the trust maker, and your beneficiaries, to ensure that your goals are met. His goal is to offer a fresh approach that allows each trust and beneficiary he serves to receive maximum flexibility and receptiveness to their needs. In his career, Kevin has…

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September 2022

Employee Benefits Risks to Owners, Danny O’Connell

September 13 @ 11:30 am - 1:30 pm
Maguires North Dallas, 17552 Dallas Pkwy
Dallas, TX 75287 United States
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Details to come

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October 2022

Demystifying Reverse Mortgages

October 11 @ 11:30 am - 1:30 pm
Maguires North Dallas, 17552 Dallas Pkwy
Dallas, TX 75287 United States
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Harlan Accola Fairway Independent Mortgage Corporation

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November 2022

“From this day Forward” Women and Wealth Management

November 8 @ 11:30 am - 1:30 pm

It's estimated that 98% of women will be 100% responsible for their finances at some point in their lives. Why this matters is the subject of 'From This Day Forward.'   Carrie Sayre About Me (carrieconsulting.com)

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December 2022

Topic TBD

December 13 @ 11:30 am - 1:30 pm
Maguires North Dallas, 17552 Dallas Pkwy
Dallas, TX 75287 United States
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January 2023

Insuring a better world fund: A new method for charitable donations of life insurance

January 10, 2023 @ 11:30 am - 1:30 pm
Maguires North Dallas, 17552 Dallas Pkwy
Dallas, TX 75287 United States
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David Simon Insuring a better world fund: A new method for charitable donations of life insurance

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February 2023

Premium Finance

February 14, 2023 @ 11:30 am - 1:30 pm
Maguires North Dallas, 17552 Dallas Pkwy
Dallas, TX 75287 United States
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Michael Setzer

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March 2023

SEC Reg A 506 and Crowdfunding Platforms :Disrupting Venture Capital!

March 14, 2023 @ 11:30 am - 1:30 pm
Maguires North Dallas, 17552 Dallas Pkwy
Dallas, TX 75287 United States
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Carr Staley

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April 2023

Life Ins. Producer Group Trends and Forecasts, with Brian Bonifant with LionStreet

April 11, 2023 @ 8:00 am - 5:00 pm
Maguires North Dallas, 17552 Dallas Pkwy
Dallas, TX 75287 United States
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