REGISTRATION IS CLOSED

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK ONLY AT THE DOOR

BREAKFAST MEETING 

WEDNESDAY, FEBRUARY 21, 2024

 7:30 A.M.-9:00 A.M.

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

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

Registration Deadline: FEBRUARY 14 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

OPPORTUNITY ZONES AND 1031 EXCHANGES

MATTHEW HANNAN

Sponsored by Communities Foundation of Texas, JP Morgan Chase Bank and Farmers National Company

The Qualified Opportunity Zone Program (“QOZ Program”), created by the Tax Cuts and Jobs Act of 2017, is a tax-incentive program designed to encourage long-term private sector investments in designated communities known as Qualified Opportunity Zones by delivering certain tax benefits to investors through investment vehicles called Qualified Opportunity Funds. Matthew Hannan is a Regional Director at Cantor Fitzgerald Capital, a global financial services firm and open architecture wholesale distribution company.  CFC aims to leverage the strength of Cantor Fitzgerald to provide institutional solutions to the retail investor.  Matt brings over 20 years of experience in the financial services and the alternative investment industry.  He works directly with registered representatives and investment advisors covering all channels in the Texas and Oklahoma markets.  He earned his Bachelor of Arts Degree from SMU with an Advertising/Marketing Major.  He currently holds FINRA Series 7, 66 65 licenses and the CAIA Fundamentals in Alternatives designation.

There are continuing education credits pending for this meeting. The handout (if applicable) 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 2023-2024: 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, American National Bank & Trust, Texas Health Resources Foundation, Ozark Trust & Wealth, The Weeks Law Firm, Prosperity Bank, JP Morgan, Commerce Bank, Heritage Auctions, Happy Trust Company and Farmers National Company.

PAYMENT IS REQUIRED FOR REGISTRATION.

$30 - Member 

$40 - Guest 

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

IMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with registration receipt - save the links for the day of the meeting (submission deadline: 2/27/24). RECOMMENDATION: Save the links in a file/folder for easy access for the day of the meeting.