Educate, motivate, and empower our community to collectively promote and facilitate planned giving.
We envision an enriched community where leaving a legacy through planned giving is the social norm.
May 30, 2018
Russell James III, Ph.D., J.D., CFP®
Bryan Clontz, CFP®, CLU, ChFC, CAP, AEP
"Recent Developments and Considerations for the Wealth Transfer Advisor"
Jean Y. Kim-Wall, JD/MBT, CFP(R)
presentation will provide an overview of current trends in philanthropy, recent
developments in the philanthropic area from 2017, and a look at pending
(or recently passed) tax legislation .
Membership Benefits Include
PO Box 4130 Scottsdale, AZ 85261