11/11/2015 – Chapman, Hext & Co., PC (video)

October 26, 2015 by admin

Aspire | The CFO Preparatory Institute

November 11th, 2015
8:00 AM – 9:15 AM

Providence Towers
Easter Tower Conference Room B
5001 Spring Valley Rd
Dallas, TX 75244

You can download the presentation here.

Guest Speakers

http://www.chapmanhext.com/

Greg Hext,
CEO

Nancy Schulze,
President

Chris Jeffers,
Financial Advisor

Our guest speakers for November will be Greg Hext and Nancy Schulze from Chapman, Hext & Co., and Chris Jeffers from our strategic partner CH Wealth Management to discuss year end planning and creating a ‘to do’ list for year end items.

1. Introduction and Tax Updates

2. Estate Planning and Retirement

3. Corporate Planning

4. Issues Up In the Air

Welcome to Chapman Hext

Wherever you encounter challenges, we will find solutions. These are volatile times filled with unpredictability. They create stress. They breed uncertainty. We care about your financial security today... and tomorrow. We have worked over two decades to prepare our firm for times like these. Along the way, we have built a team of responsive, competent financial experts who treat you like family. We have also established a global network of committed specialists who are client-focused and share our values. They are each available to you. Perhaps you will moving from one stage of your life-cycle to another as an individual or as a business entity. We will help you navigate successfully through these choppy waters and arrive at the desired destination safely. The right solutions - at the right time! These … Read More