The 2019 Annual Conference
The 2019 New Capital Annual Conference was held on Friday, October 25th at the Hyatt Regency Galleria. The day was very successful with approximately 35 clients in attendance. In addition to presentations by New Capital, the day also included discussions by Shellye Arnold, President & CEO of the Memorial Park Conservancy; Kevin T. Horner, an estate attorney at Galligan & Manning; and Dasha Westerfield & Kate Lawless of River Oaks Travel. The presentation slides are included below. If you would like more information about our guest presenters and their areas expertise, please email me at cbahr@newcapitalmgmt.com and I will put you in touch with them. We would like to thank those clients who were able to attend this year and hope to see you at next year’s conference!
Memorial Park: 2019 State of the Park
Shellye Arnold, President & CEO
Memorial Park Conservancy
Economies & Markets 2019
Leonard Golub, CFAO
Company Innovation & Business Updates
Leonard Golub, CFA
Jaycee Smalley, CFP®
Catherine Bahr
Elder Law: Planning Your Legacy Now
Kevin T. Horner
Galligan & Manning
Advanced Travel Planning
Dasha Westerfield
Kate Lawless
River Oaks Travel
Thank you again to everyone who was able to attend!
