Houston (The Woodlands), TX
Next Meeting
RESERVE A SPOT
Date:
Wednesday March 24, 2021 7:30 AM - 9:00 AM
Location:
ZOOM MEETING -

TIME ZONE: US CST
Agenda:

Topic: Planning for Privacy in a Very Public World Speaker: Jeff Chadwick, Esq., Winstead PC Agenda: - 7:30 – 7:40: Networking / Chapter Announcements - 7:40 – 8:40: Speaker Presentation - 8:40 – 9:00: Q&A / Networking Speaker's bio: Jeff Chadwick is a member of the Wealth Preservation Practice Group with offices in Houston and The Woodlands. Jeff focuses his practice on trust an...

Topic: Planning for Privacy in a Very Public World

Speaker: Jeff Chadwick, Esq., Winstead PC

Agenda:
- 7:30 – 7:40: Networking / Chapter Announcements
- 7:40 – 8:40: Speaker Presentation
- 8:40 – 9:00: Q&A / Networking

Speaker's bio:
Jeff Chadwick is a member of the Wealth Preservation Practice Group with offices in Houston and The Woodlands. Jeff focuses his practice on trust and estate planning for business owners, corporate executives, professional athletes, and other high net worth individuals and families. He strives to provide innovative and practical solutions to a wide range of legal matters, including wealth transfer planning, trust and estate administration, business formation and succession, asset protection, charitable giving, and premarital planning.

Jeff is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. He is a frequent speaker at estate planning seminars around the country and is an active member of many professional organizations. He also serves on the Texas Trust Code Committee, where he monitors trust issues in Texas and drafts legislation for inclusion in the Texas Trust Code.

Before settling in Texas, Jeff began his career in Richmond, Virginia. Jeff has maintained his Virginia law license and regularly counsels clients transitioning from Virginia to Texas, or vice versa, with regard to their estate planning matters.

Education
University of Richmond School of Law, J.D., 2009
Baylor University, B.S., Education, 2005

Chapter Description

The Woodlands chapter covers The Woodlands and surrounding areas north of Houston. We hold monthly business morning meetings (except November and December) and occasional evening social meetings. 1. BUSINESS MEETINGS: The Woodlands sub-chapter meets every 4th Wednesday of the month (no meetings in November and December). CPE Credit will be available, courtesy of Calvetti Ferguson. Time:...

The Woodlands chapter covers The Woodlands and surrounding areas north of Houston.

We hold monthly business morning meetings (except November and December) and occasional evening social meetings.

1. BUSINESS MEETINGS: The Woodlands sub-chapter meets every 4th Wednesday of the month (no meetings in November and December). CPE Credit will be available, courtesy of Calvetti Ferguson.

Time: 7:30 am-10:00 am
Location: Zoom

Agenda:
- 7:30 am – 7:45 am: Chapter Announcements and Self-Introductions
- 7:45 am – 8:45 am: Speakers' Presentation
- 8:45 am – 9:00 am: Networking

Sponsor: The Talance Group is a boutique search and consulting firm that offers both Direct Hire and Contract placement of Finance/Accounting and Information Technology professionals. Our focus is solely in the Houston area, with extensive knowledge of our city’s talent pool, job market, companies and industries. The Talance Group has been named one of Houstons Fast 100 3 years in a row and is recognized as one of Houston's best places to work by the HBJ.

The Talance Group
713-357-9598 office
www.talancegroup.com

2. SOCIAL MEETINGS: We meet Quarterly for our evening social meetings: are currently on hiatus

Sponsors:
The Talance Group
713-357-9598 office
www.talancegroup.com

and

USI
usi.com

Leadership team:
Co-chair - Bryan Valencia, Calvetti Ferguson, (832-742-2400 - bvalencia@calvettiferguson.com)
Co-chair - Jim Anderson, B2BCFO (954-661-5709 - janderson@b2bcfo.com)
Co-chair - Bartho van Otterdyk, BVO Global Solutions, (281-222-1538 - vanotterdyk@yahoo.com)
VP Membership - Mark Kerr, Sparkle Sign Company, mkerr4007@gmail.com

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot Planning for Privacy in a Very Public World Mar 24
7:30 AM - 9:00 AM
4 Not registered Free
Reserve A Spot The Woodlands Economic Outlook Apr 28
7:30 AM - 9:00 AM
8 Not registered Free
Reserve A Spot The Woodlands Chapter May 26
7:30 AM - 9:00 AM
2 Not registered Free
Reserve A Spot The Woodlands Chapter Jun 23
7:30 AM - 9:00 AM
2 Not registered Free
Reserve A Spot The Woodlands Chapter Jul 28
7:30 AM - 9:00 AM
2 Not registered Free
Reserve A Spot The Woodlands Chapter Aug 25
7:30 AM - 9:00 AM
2 Not registered Free
Reserve A Spot The Woodlands Chapter Sep 22
7:30 AM - 9:00 AM
2 Not registered Free
Reserve A Spot The Woodlands Chapter Oct 27
7:30 AM - 9:00 AM
2 Not registered Free
Emerging Cyber Trends and Technologies Feb 24
7:30 AM - 9:00 AM
20 Not registered Free
The Woodlands Chapter Jan 27
7:30 AM - 9:00 AM
19 Not registered Free
Oct 28, 2020
7:30 AM - 9:00 AM
65 Not registered Free
Sep 23, 2020
7:30 AM - 9:00 AM
27 Not registered Free
Aug 26, 2020
7:30 AM - 9:00 AM
30 Not registered Free
Jul 22, 2020
7:15 AM - 10:00 AM
18 Not registered Free
Jun 25, 2020
7:30 AM - 9:30 AM
27 Not registered Free
Jun 18, 2020
6:00 PM - 8:00 PM
18 Not registered Free
May 27, 2020
7:15 AM - 9:00 AM
31 Not registered Free
Apr 22, 2020
7:15 AM - 8:45 AM
28 Not registered Free
Mar 26, 2020
6:00 PM - 7:30 PM
7 Not registered Free
Mar 25, 2020
7:15 AM - 10:00 AM
14 Not registered Free

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Member Stats

Total Members 590
Alumni 335 (57%)
Active 231 (39%)
Associate 5 (1%)
Retired 19 (3%)