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From Transaction to Transformation

  • 09/26/2024
  • 7:30 AM - 9:30 AM

Registration



PLEASE NOTE: This Meeting is Sponsored by DCCGP - This is NOT a DCCGP General Meeting


SEPTEMBER 26, 2024

7:30 - 9:30 a.m.

Pegasus Park

Lobby Level

3000 Pegasus Park Drive

Dallas, TX 75247



Details/Registration:

https://www.financialplanningassociation.org/event/transaction-transformation-collaborative-client-engagement-through-philanthropy


Questions? Contact Us.

 

Kevin Betancourt
Advisor Relations Manager
The Dallas Foundation
(214) 694-2516
kbetancourt@dallasfoundation.org

 

Devin DeLapp
Wealth Advisor & Stakeholder
SFMG Wealth Advisors
(972) 674-2547
devin@sfmg.com

 

Reilly Webster
Associate Wealth Manager
HFS Wealth Management
(214) 346-0760
reilly.webster@hfs-wm.com



DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




About us

The Dallas Council of Charitable Gift Planners is the professional association of people in the Dallas metropolitan and North Texas area whose work involves developing, structuring, and administering planned gifts, and the allied professionals with whom they work.

Become a member

Our members include fundraisers, planned and major gifts officers, consultants, attorneys, accountants, financial planning professionals, insurance professionals, donor advisors, and trust officers.
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Contact us

Email DCCGP


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