REGISTRATION FOR THIS EVENT IS CLOSED

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK ONLY AT THE DOOR

BREAKFAST MEETING

WEDNESDAY, MARCH 15, 2023

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

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

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

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

(Virtual Option Not Available/Presentation Will Not Be Recorded)

FACING THE SILVER TSUNAMI

MINDY JONES

Sponsored by Regions Bank and OZK Trust and Wealth   

As advisors, we are all aware of issues surrounding planning and wealth transfer.But what about healthcare services, benefits and resources both for clients and our own loved ones? Join us as Mindy Jones with PyxisCare Management shares about the concept of care management with real-world examples of support and solutions. Mindy Jones founded Pyxis Care Management, a healthcare advocacy firm. She pairs her passion for improving lives with health industry expertise and 20 years of management and corporate experience with extensive senior management background in business analysis, sales and marketing.  Mindy is a Certified Senior Advisor and was named a “Healthcare Hero” by the Fort Worth Business Press. 

There are no 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 2022-2023: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, Vaquero Private Wealth, American National Bank & Trust, Texas Health Resources Foundation, Ozark Trust & Wealth and The Weeks Law Firm.

PAYMENT IS REQUIRED FOR MEETING REGISTRATION.

$25 - Member (program and meal)

$35 - Guest (program and meal)

$15 - Member (program only/no meal)

$20 - Guest (program only/no meal)

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”
4. “Pay with Debit or Credit Card”
5. “PayPal Guest Checkout”
6.  “Pay Now”
7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS