Dallas Estate Planning Council

04/28/2026

DEPC Emerging Professionals - Networking Bingo

(food and drink tickets will be provided)

Emerging professionals are considered to be age 40 and under (or less than 5 years in their respective discipline).

May 12, 6 pm – 8 pm

Golightly Club at the Swexan, 2575 McKinnon Street (Dallas)

Cost: Complimentary

Registration Deadline: May 8, NOON

RSVP with Link Below:

04/06/2026

Congratulations to Julie Buschman who recently received the DEPC Lifetime Achievement Award!

03/31/2026

Thanks to all of those who recently participated in the DEPC Community Outreach event supporting Dallas Pets Alive!

11/05/2025

DEPC EMERGING PROFESSIONALS MEETING

Emerging professionals are considered to be age 40 and under (or less than 5 years in their respective discipline).

NOVEMBER 20, 8:30 A.M., UNION COFFEE

Space is limited to 30 registrations

Cost: $10

RSVP: https://www.dallasepc.org/events/event/28808

10/21/2025

Register for the DEPC November 6 meeting!
Details/Registration:
https://www.dallasepc.org/events/event/27756

10/03/2025

DEPC EMERGING PROFESSIONALS

TRIVIA NIGHT

OCTOBER 29, 5:30-7:30 P.M.

SIDECAR SOCIAL ADDISON

REGISTER WITH LINK BELOW:

https://www.dallasepc.org/events/event/28668

REGISTRATION DEADLINE: OCTOBER 27, 5:00 P.M.

09/24/2025

REMINDER:

THIS EVENT IS FOR DEPC MEMBERS ONLY

The first "DEPC OPEN" will be held at Puttshack Addison (5100 Belt Line Road, Suite 600, Addison) on October 16 from 5 to 7 p.m. Join us for food, premium cocktails, and a miniature golf competition, complete with prizes. Come and go as you please – no need to stay the entire time. Just swing by, relax, and connect with fellow professionals. Space is limited so be sure to register soon:

Thanks to our sponsors: The Dallas Foundation and Brown Advisory

Register with link below:
https://www.dallasepc.org/events/event/27888

Registration Deadline: October 7, 5:00 p.m.

09/22/2025

Registration closes TOMORROW for the DEPC October 2 Meeting!

REGISTER WITH LINK BELOW:

This program will examine the rules and the planning implications for large inherited retirement accounts under the SECURE Act (including SECURE 2.0) and the 2024 final Treasury Regulations. The SECURE Act generally requires inherited retirement accounts to be liquidated in just ten years. The final...

09/10/2025

THIS EVENT IS FOR DEPC MEMBERS ONLY

The first "DEPC OPEN" will be held at Puttshack Addison (5100 Belt Line Road, Suite 600, Addison) on October 16 from 5 to 7 p.m. Join us for food, premium cocktails, and a miniature golf competition, complete with prizes. Come and go as you please – no need to stay the entire time. Just swing by, relax, and connect with fellow professionals. Space is limited so be sure to register soon:

Thanks to our sponsors: The Dallas Foundation and Brown Advisory

Register with link below:
https://www.dallasepc.org/events/event/27888

Registration Deadline: October 7, 5:00 p.m.

09/09/2025

The DEPC Emerging Professionals is excited to co-host this dynamic workshop in partnership with NexGen FPA, The Dallas Foundation, and Texas CPAs. Designed for early-career professional advisors, this interactive session brings together professionals from multiple disciplines—including charitable planning—to learn how to network effectively and build meaningful connections.

Date: Wednesday, September 24, 2025
Time: 7:30–9:30 AM
Location: Pegasus Park

Led by Russ Burch—sales veteran, commercial banker at Frost Bank, and Senior Dale Carnegie Trainer—attendees will:

Explore authentic networking strategies
Practice initiating and sustaining professional conversations
Build a personal networking plan aligned with career goals
Learn follow-up techniques to create lasting relationships
Get ready to move, connect, and practice your skills in real time! Every participant receives a Dale Carnegie Golden Book, and three lucky attendees will win a hardcover copy of How to Win Friends and Influence People.

Bring your energy, your questions, and your business cards—this is networking with purpose!

REGISTER:

https://www.financialplanningassociation.org/event/connections-count-networking-workshop-emerging-advisors