BREAKFAST MEETING

WEDNESDAY, OCTOBER 15, 2014

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

NOTE:  MEETING LOCATION

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

RESERVATION DEADLINE:  WEDNESDAY, OCTOBER 8

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, OCTOBER 8)

FAMILY VALUES AND GOVERNANCE:  PUTTING IT INTO PRACTICE

KEVIN ROGERS

Studies show that the families who preserve wealth effectively pay as much attention to values and vision as to money and taxes.  Please join us for a discussion on how to combine family goals, charitable desires, effective estate planning, and tax-efficient investing to create a unique wealth Management plan for your family.  Kevin Rogers is a managing director for BNY Mellon Wealth Management’s Family Wealth Advisor group. In this role, he provides investment advice to individuals and families by creating tailored wealth management solutions to meet their investment, trust & estate, wealth planning and private banking needs.  Kevin joined the firm in 1999 and has more than 20 years of financial industry experience. Prior to his current role, Kevin was a vice president in the investment advisory group at the Bank of New York. He was also a senior portfolio manager who worked directly with clients to address their investment and wealth management needs. Before that, Kevin was the director of Sanford C. Bernstein’s international portfolio management division.  He earned his bachelor’s degree from Duke University.

Continuing education credits are pending for this program.

Membership dues do not include meals.  Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

Name: ________________________________________

     ____$25  ___$30 ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________ 

    ____$25   ___$30  ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________

     ____$25  ___$30  ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20