How to Formulate Your Vision for Your Legacy
REGISTRATION IS CLOSED - WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL
BREAKFAST MEETING
WEDNESDAY, JANUARY 17, 2018
(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, JANUARY 10, 5:00 p.m.
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, JANUARY 10)
HOW TO FORMULATE YOUR VISION FOR YOUR LEGACY
DAVE ROBERTS
Sponsored by Pepkin & Associates and Stout Advisory Group
Every client that has a need for estate planning is unique. Consistently and sustainably serving these clients while growing your value to them and growing your firm hinges on your ability to discover and clarify their vision of their legacy. During this fast-paced, interactive, and provocative training participants will be challenged to first formulate their vision for their legacy. Then, imagine knowing the single most important question to answer for your client (and yourself) and finally knowing how to formulate the answer. This session will begin your journey to make your imagination a reality. David A. (Dave) Roberts - has been the driving force behind the growth and transformation of hundreds of organizations both during his corporate career and since his retirement from Accenture as a partner in 2005. As Founder and CEO of MyVisionWarrior.com (http://myvisionwarrior.com/) (previously Roberts High Performance), he leads a multi-faceted consulting, and marketing company focused on business vision, growth and development. Dave's Unique Value is "connecting the dots", delivering high performance and strategic transformation to leaders and organizations across all industries of all sizes (Fortune 50, to Churches, schools, small businesses and individuals) ultimately becoming their Vision Warrior. Dave’s Unique Vision is to “Change the World One Dream at a Time” by helping aspiring leaders elicit, clarify and accelerate realization of their Dream Vision. He is the author of the 2017 Vision Challenge (http://businessgrowthnetwork.org/vc/) and (soon to be Best Seller) Vision Warrior: Survive and Thrive in the Zombie Apocalypse. Dave is co-founder and CVO (Chief Vision Officer) of the Business Growth Network (http://businessgrowthnetwork.org) a non-profit Network of Aspiring Leaders succeeding through Vision, Networking, Education, and Action!
There will not be any continuing education credits for this program.
Membership dues do not include meals. Credit Cards are now accepted online at the website.
To mail a check, 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 ON THE WEBSITE so we will have a count for the number of meals to prepare.
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
We would like to thank the following Sponsors for their support for 2017-2018: Armor Wealth Management, Communities Foundation of Texas, Dallas Foundation, Leu & Peirce, Lee Financial Corporation, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Stout., Texas Bank & Trust and The Catholic Foundation
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