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Mission: Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning

Vision: We envision an enriched community where leaving a legacy through charitable gift planning is the social norm

Core Values:  Integrity, Generosity, Innovation, Collaboration, Engagement, Community

Marketing Collaborator: FPA of Phoenix: Reminder! Registration closes this Friday night. Sign up today!

19 Jun 2014 11:33 AM | Deleted user
FPA of Greater Phoenix June Chapter Meeting Phoenix Country Club

Date: Wednesday, June 25, 2014 2:30 PM UTC-07:00

“The Right Retirement Plan” is a two hour session focusing on employer-sponsored retirement plans, including SIMPLE IRAs, Simplified Employee Pensions (SEPs), 401(k)/profit sharing plans, traditional defined benefit plans, and cash balance plans. The speakers are Kevin Donovan and T.J. Orr, partners at Pinnacle Plan Design, a local third-party administrator of employer sponsored retirement plans.


This session has been approved for two hours of CFP and Arizona Insurance continuing education.

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Arizona Charitable Gift Planners

www.azgiftplanners.org

  602.840.2900 X1




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