Dallas Estate Planning Council Event

CFM Sponsors Dallas Estate Planning Council Event

by | Nov 20, 2024

On Thursday, October 3rd, Jonathan Meaney, CFP®, AIF® Senior Vice President of Carter Financial Management, delivered a sponsor presentation to the Dallas Estate Planning Council (DEPC) as part of CFM’s ongoing support of their mission.

CFM Sponsors Dallas Estate Planning Council Event

The DEPC is dedicated to equipping its members with the latest tools and techniques for effective estate planning, ensuring that estate planning professionals stay at the forefront of their field. CFM’s sponsorship aligns with our commitment to advancing best practices in estate planning and supporting the continued education of professionals in this crucial area.

Jonathan’s presentation not only highlighted CFM’s commitment to this cause but also emphasized the importance of collaboration in staying ahead of the ever-evolving challenges and opportunities within estate planning.

We are proud to support the DEPC and look forward to future collaborations that contribute to the growth and development of the estate planning community.
Anna Wood

Anna is a highly experienced Office Administrator who joined Carter Financial Management in 2023. With over 25 years in private equity and commercial real estate, she brings a rich background and wealth of expertise to the team.

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