Communities Foundation of Texas invites you to join us for our 2020 CFT/SMU Professional Seminar.

The morning will kick off with noted speaker Jeff Bush for a one-hour presentation of The Washington Update, covering timely insights of Washington D.C. legislative and fiscal topics.

Following Jeff's presentation, he'll be joined by Marvin Blum, The Blum Firm, P.C.; Pamela Lucina, Northern Trust; and Jonathan March, Armanino for an engaging 1.5-hour panel discussion for expert insights on how to navigate tax, estate and charitable planning concerns for clients in this important election year.



Jeff Bush, Partner, The Washington Update

A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington D.C. into winning growth strategies for business owners, executives and high net worth investors.  Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry’s nonpartisan experts on all things Washington.

Jeff is a 30-year veteran of the financial industry. By the end of his career on Wall Street, he was managing a $50+ billion sales organization.  Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial.


Panel Discussion:




Tuesday, May 12, 2020

Breakfast 7:30 a.m. | Welcome 8:00 a.m. | Program 8:30 a.m. – 11:30 a.m.

Location: Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas, TX

Self-Parking available

Registration: $90


CE Credits Pending: CFP/CPE/MCLE 2.5 hour credit


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Tuesday May 12
7:30 AM - 11:30 AM
Join us for our 2020 Professional Seminar on Tuesday, May 12.
Event registration summary
2020 CFT/SMU Professional Seminar:
Registration Fee


Jenna-Wade Fowler

Executive Assistant, Relationships