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DTSTART:20161214T133000Z
DTEND:20161214T150000Z
LOCATION:Gleneagles Country Club
UID:1321020161214T133000ZTraining a Beneficiary on Being a Good Beneficiary
DTSTAMP:20260423T182759Z
DESCRIPTION:\nBREAKFAST MEETING\n \nWEDNESDAY, DECEMBER 14, 2016\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n \nNOTE:  MEETING LOCATION\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRESERVATION DEADLINE:  WEDNESDAY, DECEMBER 7, 5:00 p.m.\n \n(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, DECEMBER 7)\n \nHow to Prepare Heirs for What’s Coming\n \nSTEVE NOVAK\n \nSponsored by Pepkin & Associates\n \n \n \nThis presentation will address the need for a comprehensive educational strategy for those that will receive significant inheritances.  The strategy must go beyond programs, tests and curriculum, to provide prospective heirs with wisdom and knowledge through experience and mentorship.  This strategy is essential to the success of not only the beneficiary, but is also the foundation upon which future generations of beneficiaries will build.  The presentation will cover ideas and examples for the various facets of this educational strategy. STEVEN W. NOVAK, J.D. is the managing partner of the Dallas office of The Blum Firm, P.C., a Fort Worth based law firm started in 1980 by Marvin Blum.  The firm, comprised of twenty attorneys, specializes in the areas of estate planning and probate, asset protection, and business and tax planning. He is Board Certified by the Texas Board of Legal Specialization in Estate Planning and Probate Law. He received his undergraduate degree in Political Science from the University of Kansas and his J.D. from the University of Kansas School of Law. He is a frequent speaker on a variety of topics in estate and business planning and was named a “Texas Rising Star” by Texas Monthly and Law and Politics Magazine every year from 2006 to 2013, one of D Magazine’s Best Lawyers in Dallas from 2014 - 2016, and a Thomson Reuters Super Lawyer in 2014 and 2015.\n \nContinuing education credits are pending for this program.\n \nMembership dues do not include meals.  Credit Cards are now accepted online at the website, scroll down to register.\n \nTo 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 (below)   so we will have a count for the number of meals to prepare.\n \n \n \nMember: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15\n \n \n \nName: ________________________________________  \n \n____$25   ___$30 ____$15\n \nE-Mail: ______________________________________\n \nPhone Number: _________________________________\n \n \n \nName: ________________________________________ \n \n___$25    ___$30  ____$15\n \nE-Mail: ______________________________________\n \nPhone Number: _________________________________\n \n \n \nNOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20\n \n \n \n \n \nWe would like to thank the following Sponsors for their support for 2016-2017: Communities Foundation of Texas, FMV Opinions, Leu & Peirce, Lee Financial Corporation, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Texas Bank & Trust and The Catholic Foundation. \n \n \n \nTO REGISTER ONLINE WITH A CREDIT CARD:\n \nCLICK ”REGISTER NOW”  \n \nComplete the contact information\n Payment Method: click “Credit Card or PayPal” REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT Click “Pay Now” “Pay with Debit or Credit Card” “PayPal Guest Checkout”  “Pay Now” PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION
SUMMARY:Training a Beneficiary on Being a Good Beneficiary - Estate Planning Council of North Texas 
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