BREAKFAST MEETING

WEDNESDAY, APRIL 17, 2013

(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, APRIL 10

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, APRIL 10)

SUCCESS STORIES OF COLLABORATION

WADE CHESSMAN AND MARK RATLIFF

We will present how we collaborate together and with other professionals to provide high-level wealth management services to our clients. Specifically in the areas of wealth enhancement, wealth transfer, wealth protection, and charitable giving.  To be successful as a wealth manager, you must be able to accurately identify all the financial challenges of your wealthy clients, beyond investment management, to determine the best strategies for solving these challenges and then to provide the services and products to execute those strategies. As wealth managers, we know that we can’t adequately address the complex needs of our affluent clients about assistance. The key to success is a network of highly specialized experts who are able to identify and provide the optimal solutions.  Wade H. Chessman, CFP, has been assisting people with protecting, preserving, accumulating, and transferring wealth for the past fifteen years. As a certified financial planner professional, Wade has an extensive knowledge of financial planning issues, taxes, estate planning, investments, and risk management. Wade received his undergraduate education at the Sam Walton College of Business at the University of Arkansas. Wade is also a graduate of the College for Financial Planning in Denver, Colorado.  Mark Ratliff, CPA, has been a practicing CPA in the Dallas area for the past 30 years.  A graduate of Baylor University, Mark holds a BBA in Accounting and a Masters in Taxation.  He worked at Price Waterhouse for 6 years, private industry for 5 years before starting his practice in 1992.  He specializes in tax planning and preparation for individuals as well as all other types of business entities. 

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

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

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)