BREAKFAST OF CHAMPIONS

The Houston Estate & Financial Forum Future Leaders invites you to attend our Breakfast of Champions event! Join us for an exclusive behind-the-scenes discussion with leading professionals 
in the trust and estates field.

Breakfast of Champions Series

Topic: Highlighting the Professional Journey of Certified Public Accountants

Featuring:

• David G. Bollis, Managing Director, Andersen
• David L. Zahn, CPA, CFP^®, Director of Corporate Relations, Senior Relationship Officer, Managing Director, Shareholder, Sentinel Trust
• Louise S. Rosenthal, CPA/PFS, Rosenthal & Co., P.C.
• Mary Jane Robinson, Director – Tax, Trust and Estate Planning, Harper & Pearson Company, P.C.
• Nickie Dupuis, Managing Director - Family Office Services, BDO

📅 Date: Wednesday, October 29^th   
📍 Location: Kenny & Ziggy’s Delicatessen, 1743 Post Oak Blvd., Houston, TX 77056

⏰ 8:00 AM – Networking
⏰ 8:30 AM – Panel Discussion

Don’t miss this opportunity to gain insights from top industry leaders and connect with fellow professionals.

Lastly, please feel free to extend the invitation to your professional network to help HEFF grow its membership and hit our 2025 targets. Thank you and we look forward to seeing you there.