April Monthly Program: "The Braddock Case: Helping Closely Held Business Owners Hit Their Legacy Home Run"

When
18 Apr 2023
11:15 AM - 1:00 PM
Location
In Person Luncheon with the Ability to Join Online: Arizona Community Foundation: 2201 E Camelback Rd #405b, Phoenix, AZ 85016
Registered
34 registrants

Registration

AZCGP Member Registration and Donation – $50.00
This option includes a $5 donation with Registration
In Person AZCGP Member – $45.00
In Person First Time Guest – $45.00
In Person First Time Guest And Donation – $50.00
This option includes a $5 donation with Registration
In Person Member with PrePaid Meetings
In Person Returning Guest – $65.00
In Person Returning Guest And Donation – $70.00
This option includes a $5 donation with Registration
Online First Time and Returning Guest – $25.00
Online First Time and Returning Guest And Donation – $30.00
This option includes a $5 donation with Registration
Online Member – $25.00
Online Member And Donation – $30.00
This option includes a $5 donation with Registration
Online Member with Pre Paid Meetings

Registration is closed

"The Braddock Case:

Helping Closely Held Business Owners Hit Their Legacy Home Run"

Philip Cubeta,

CLU®, ChFC®, AEP®, MSFS, CAP®

Founder of Philanthropy Offerings

In this case study you will learn how to touch all the bases as closely held business owners like Red and Melinda Braddock hit their legacy home run with your assistance.

Learning Objectives

Learn how to walk the legacy planning bases with a qualified prospect, like the Braddocks.
Use a proven memo format to nudge the donor to address their outstanding legacy issues
Be able to convene a team to assist the donor in completing their legacy journey with your organization at home base

Program pre-approved for one (1) PT CE credit

Huge THANK YOU to this Program's Partner!

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

602.840.2900 X1

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