Dinner Seminar

Trusts Uncovered: Strategies to Preserve & Transfer Wealth

  • DATE & TIME
    Wednesday, October 22 · 6:30 - 8:30pm
  • LOCATION
    Perry's Steakhouse and Grille - Park District
    2100 Olive Street
    Dallas, TX 75201 
    Get Directions
  • PRESENTERS
    John Harper - Vice President, Private Client Advisor
    Connor Vlahos - Assistant Vice President, Private Client Advisor
    Brook Eisensmith - Vice President, Focus Fiduciary Solutions

     

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  • DATE & TIME
    Wednesday, October 22 · 6:30 - 8:30pm
  • LOCATION
    Perry's Steakhouse and Grille - Park District
    2100 Olive Street
    Dallas, TX 75201 
    Get Directions
  • PRESENTERS
    John Harper - Vice President, Private Client Advisor
    Connor Vlahos - Assistant Vice President, Private Client Advisor
    Brook Eisensmith - Vice President, Focus Fiduciary Solutions

     

Trusts Uncovered

Strategies to Preserve & Transfer Wealth

Are you concerned about protecting your hard-earned assets and ensuring a secure future for your loved ones? Discover powerful trust strategies at our exclusive dinner seminar.

Build confidence in your estate plan by learning how trusts can shield your wealth from potential risks and unnecessary taxes, ensure your family is provided for according to your wishes without delays, and offer peace of mind with a clear, efficient plan that minimizes future burdens.

Imagine having a clear roadmap for your financial future—knowing your assets are protected and your loved ones are secure. This seminar will demystify trusts and show you how they can be powerful tools for achieving these goals.

Join us at Perry's Steakhouse and Grille - Park District for an exclusive and engaging event tailored to individuals, families, and business owners who want clarity on how trusts can support their estate planning goals. Whether you’re just starting to explore options or looking to enhance an existing plan, this session will provide valuable insights and practical guidance.

Topics we will cover:

 Demystifying Trusts: Understand the key differences between revocable, irrevocable, and special-purpose trusts—and how each can serve specific needs.
 Is a Trust Right for You? Discover how trusts can help you avoid probate, maintain privacy, control how and when assets are distributed, and align with your legacy goals.
 Building Your Comprehensive Estate Plan: Learn how to integrate trusts with wills, powers of attorney, and other essential documents for a complete and cohesive plan.

Meet Your Presenters:

Event Landing Page (11)
John Harper

Vice President, Private Client Advisor

John Harper joined NorthCoast in 2024 as a Vice President and Wealth Advisor overseeing the Texas territory. He brings extensive experience in wealth management, specializing in high-net-worth clients, gained from his tenure at Fidelity, Merrill Lynch, and Charles Schwab. John holds a Bachelor of Science degree from Brigham Young University and is licensed with a Series 66 certification. Outside of work, John enjoys spending time with his wife and three children, engaging in outdoor activities like waterskiing, golf, and camping.

Event Landing Page (12)
Connor Vlahos

Assistant Vice President, Private Client Advisor

Connor Vlahos joined NorthCoast Asset Management as Assistant Vice President in 2024,  bringing with him over a decade of experience in financial services. Connor specializes in assisting clients in building personalized, comprehensive financial plans through a goal-oriented approach. He works closely with individuals and families, guiding them through all aspects of the financial planning process by combining his investment expertise with a hands-on approach. Before joining NorthCoast, Connor worked for E*TRADE/Morgan Stanley and Fidelity Investments.

Connor earned his Bachelor’s in Business Administration with a major in Finance and a minor in Accounting from the University of Arkansas, in addition to obtaining FINRA Series 66 license.

Brooke Eisensmith
Brooke Eisensmith

Vice President, Focus Fiduciary Solutions

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