ESTATE PLANNING COUNCIL OF NORTH TEXAS

BREAKFAST MEETING 

WEDNESDAY, APRIL 16

Breakfast served 7:30-8:00 a.m.

Program 8:00-9:00 a.m.

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

Registration Deadline: APRIL 8 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

THE IMPORTANCE OF INTEGRATING A COMPLETE RETIREMENT/ESTATE PLAN

WITH INVESTMENTS, LIFE INSURANCE AND INCOME ANNUITIES

Sponsored by The Catholic Foundation, Texas Health Resources and Texas Bank & Trust

Recent research by accounting firms and the American College of Financial Services has focused on the most optimal method of producing retirement income and a financial legacy for the people and causes you care about most.  This research considered several scenarios and products to determine the best strategy(s) whether one wants to maximize income during their lifetime, financial legacy at death or a certain combination of both.  The results showed a fully integrated approach incorporating investments, life insurance and income annuities achieved the best outcomes for all objectives.  Thus, all involved in developing and executing a client’s financial plan should be aware of the benefits of integration and how it also impacts traditional thoughts on estate planning.

Scott Sweet is a “recovering attorney” after spending the 90’s as a trial attorney for a downtown Dallas law firm.  Scott’s been a financial advisor for over 25 years earning several professional designations that his daughters refer to as “LMNOP”.  He’s a partner with WWA Integrated Wealth Strategy Group which is the largest producing group in the Northwestern Mutual system.  

Tom Wunderlick graduated from Jesuit high school in 1982. After attending University of Oklahoma, he joined Northwestern Mutual in 1988. In 2002, Tom left Northwestern Mutual to form two different companies, one of which was sold to The Container Store in 2012, the other one was sold to an oil and gas company. In 2017, Tom re-joined Northwestern Mutual, formed WWA Integrated Wealth Strategy Group. WWA specializes in integrated financial planning – Tom’s specialty is working with business owners in all facets, especially risk and estate planning.

There are pending continuing education credits for this meeting. The handout will be available on the website under the document library a few days prior to the presentation.

REGISTER WITH THE LINK BELOW.

We would like to thank the following Sponsors for their support for 2024-2025: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips Murray Zopolsky, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, Saville and Farmers National Company.

IMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with receipt - save the links for the day of the meeting (submission deadline: 4/21/25)

PAYMENT IS REQUIRED FOR REGISTRATION

$30 - Member 

$40 - Guest 

TO PAY VIA CREDIT CARD:  follow these instructions:

Scroll down to “Register Now”

CLICK on “REGISTER NOW” 

Complete the contact information

1. Payment Method: click “Credit Card or PayPal”
2. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
3. Click “Pay Now”
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5. “PayPal Guest Checkout”
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7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS