Episcopal Diocese of Dallas

Financial Lunch & Learn

Financial Lunch & Learn

Thursday, September 19, 2019, 11:30 AM - 1:00 PM

Location: Transfiguration , 14115 Hillcrest Road, Dallas, TX US 75254

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Financial Lunch & Learn is a gathering for all Administrators, Treasurers and those working with Parish Finances.

Topics this Quarter Include:

  • Parochial Reports presented by Mary Sonom, Diocesan Treasurer
  • Insurance & Pension presented by Susan Mills, Missioner for Diocesan Services
  • Qualified Charitable Distributions from an IRA & Parishioners Establishing the Church as a Beneficiary with Guest Speaker, Melissa Stewart, from Good Shepherd in Cedar Hill, who is a Financial Advisor for Edward Jones Investments

Lunch will be served so please RSVP by September 6 to

Kim LaNore or 214.826.8310