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Wednesday, September 16, 2026

Clarifying HEMS Distribution Standards/Other Fiduciary Considerations for Trustees

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Estate Planning Council of North Texas

ESTATE PLANNING COUNCIL OF NORTH TEXAS

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Behavioral Finance During the Great Recession

Date: Wednesday, September 16, 2009
Time: 7:30 AM - 9:00 AM
Location: Southfork Hotel, Plano
Speaker: Richard Lee

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BREAKFAST MEETING WEDNESDAY, SEPTEMBER 16, 2009 (Breakfast served 7:30-8:00 a.m., Program 8:00-9:00) SOUTHFORK HOTEL (East side of US 75 just north of 15th Street) RESERVATION DEADLINE: THURSDAY, SEPTEMBER 10 (PAYMENT MUST BE IN COUNCIL

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UPCOMING EVENTS

September 16, 2026

Clarifying HEMS Distribution Standards/Other Fiduciary Considerations for Trustees

Christian Kelso

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October 21, 2026

Valuation of Private Equity Interests

Will Frazier

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November 18, 2026

Rethinking Estate Planning for Almost Everyone/Those Not Certain to Pay Death Tax

Phil Lindquist

See Event Details

December 3, 2026

Letter of Wishes Helpful Guidance from the Grave

Kim Kamin

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See Full Calendar

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