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Formerly known as Planned Giving Round Table of Arizona

                                           

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January 16, 2018 Lunch Presentation

  • 16 Jan 2018
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ
  • 73 registrants

Registration

  • This option is available for those attending our monthly educational meetings for the first time. Obtain a registration registration code by emailing info@pgrtaz.org or calling 602-840-2900
  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event
Registration is closed

"Recent Developments and Considerations for the Wealth Transfer Advisor"
  
  
Director, Wealth Strategist
Merrill Lynch  




This presentation will provide an overview of current trends in philanthropy and recent developments in the philanthropic area from 2017. We will also go through certain provisions of the "Tax Cuts and Jobs Act" and it's potential impact on philanthropic giving.

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Please note:  Members  who cannot attend, now have the ability to send a substitute in their place at the member registration level.

11:15am Registration

11:30am Lunch

12:00pm:  Presentation

1:00pm:  Adjourn

We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $35.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
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Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".
Attending At the Door?  Here's more information.......

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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