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CAPITAL ACCESS PANEL & TAX STRATEGY / WEALTH PLANNING WORKSHOP

  • Center at Pegasus, The Conference Park 3000 Pegasus Park Drive Dallas, TX, 75247 United States (map)
 

Texas Mezzanine Fund invites business owners and community partners to a morning of practical financial education, expert insights, and relationship-building.

The workshop will feature business testimonials, a moderated capital-access panel, and a focused discussion on tax strategy, wealth planning, investing, and retirement transition.

Participants will hear from lending, community-development, and financial-services professionals while learning about resources that can support business growth and long-term financial planning.

REGISTER ONLINE »

EVENT SCHEDULE

8:00 AM

8:30 AM

WELCOME & TESTIMONIALS

9:00 AM

CAPITAL ACCESS PANEL

Krystian Reyes, Vice President of Community Development Banking at PNC Bank, will moderate a discussion featuring:

  • Walter Abrego, Relationship Manager, PNC Bank

  • Tassjania Lozano Grate, Business Development & Engagement Manager, DreamSpring

  • Amy Hereford, President and CEO, LiftFund

  • Derric Hicks, Chief Executive Officer, Texas Mezzanine Fund

  • Shaundra Jacobs, Texas Market President, AltCap

10:45 AM

BREAK

11:00 AM

TAX STRATEGY, WEALTH PLANNING, INVESTING AND RETIREMENT TRANSITION

Derric Hicks will moderate a focused financial-planning session featuring:

  • Kendall Marshall, EA, CTRS, Ph.D. (h.c.), ClearChoice Financial Group Inc.

  • Earl Jefferson, CFP®, President, 7th Harvest Investments

The session will address tax strategy, wealth planning, investing and preparing for retirement or business transition.

12:30 PM -
1:30 PM

NETWORKING
The workshop concludes with an opportunity for attendees to network with speakers, participating organizations and fellow business and community leaders.

REGISTER ONLINE »

EVENT SPONSOR

COMMUNITY PARTNERS


CLEARCHOICE FINANCIAL GROUP, INC.

UDDIN DEVELOPMENT CONSULTING

BOB SIFFERMANN

ELMORE, KEVIN

DENISE HUGINNIE

 
 

PARKING

Complimentary event parking is available in the designated Event Guest Parking area. Guests should enter from Pegasus Park Drive and follow the event parking signs. Reserved spaces and brewery parking should not be used.

 

QUESTIONS

For questions about the workshop, registration or event logistics, please contact Elizabeth Yount
Email: eyount@tmfund.com
Phone: (972) 777-6824 or (415) 763-9054