BREAKFAST MEETING

WEDNESDAY, DECEMBER 19, 2012

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

NOTE:  NEW MEETING LOCATION

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

RESERVATION DEADLINE:  WEDNESDAY, DECEMBER 12

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, DECEMBER 12)

ELEMENTS OF FAMILY HARMONY ACROSS GENERATIONS

CLINT HAGGARD

Clint Haggard will guide the group to discover some notable elements within families who manage a business or assets together beyond the founder’s generation (1^st generation).  Many families lose their family business or assets over generations due to non-financial reasons not associated with estate tax planning.  Attorneys, CPAs, Trustee’s, Wealth Management Professionals, and family members looking for knowledge in this non-financial area will obtain some insight from a consultant that helps families plan for continuity and comes from a local 5^th generation family that manages assets together at a cousin consortium.   This presentation will help the professional advisors have more understanding for their clients that might be going through some family growing pains that are not tax or investment driven.  This will possibly give the advisor some basic resources to pass on their client. For the last 18 years, Clint has served as CFO and Trustee for various private individuals and family groups. Clint comes from two 1850s Texas families that both continue to control assets at a group level. From the financial and non-financial experiences with his family, as well as others over the years, Clint has been increasingly asked to educate and help families with the non-financial aspects of preserving assets and family unity across generations. Clint has a BBA in accounting and finance from Tarleton State University.

Continuing education credit pending for 1.0 Hour.

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

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

PATRON:  We would like to thank the following patron for their support:  The Catholic Foundation

Would your organization like to sponsor a meeting:  Sponsor for Meeting ($750 for 1 meeting):  Sponsorship for a meeting includes organization name on meeting notices, easel signage (sponsors provide signage) at the meeting, promotional brochures at meeting, a very brief (one minute) introduction to their organization at the beginning of the meeting and one complimentary breakfast at the meeting.  NOTE:  Each meeting can have more than one sponsor (conflicts will be eliminated by Council)