Estate planning isn’t just for the wealthy – or elderly.
It’s for individuals in various stages of life who want to plan ahead for themselves and for the people and things they leave behind. To help ensure that your estate – no matter how large or small – benefits the family and friends, programs and projects that are important to you, The University of Texas-Pan American Foundation Board of Trustees invites you to join us for a series of free estate planning seminars each spring.
Every year, attorneys Bill Ellis and Morgan Talbot, who co-chair the Foundation’s Estate Planning Committee, recruit an outstanding group of estate planning professionals – attorneys, financial planners, CPAs and investment brokers – who guide those who attend the free seminars through the basics of estate planning in simple, non-technical language.
The Foundation’s free seminars provide the public an excellent opportunity to meet with and ask questions of extremely competent and knowledgeable estate-planning professionals about a number of topics that are important to individuals and their families.
All the presenters are volunteers who participate in the Foundation’s annual seminars to increase the level of awareness of individuals as to what opportunities are available to prepare for and protect one’s lifestyle and possessions. No products are promoted or sold at these events.
We hope you will take advantage of this wonderful opportunity offered by the UTPA Foundation. For dates and locations of upcoming seminars, please contact Cecilia Johnson, Director of Planned Giving, at (956) 665-2352 or firstname.lastname@example.org
For the last three decades, The University of Texas-Pan American Foundation has raised and stewarded “make a difference” funding to provide the University the flexibility to address its greatest needs and take advantage of special opportunities. The Foundation Board is proud to be a part of the excitement that is UT Pan American, and we look forward to many more decades of service to the University.
Jaime Ramon, Chairman