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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

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

Register


"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, recent developments in the philanthropic area from 2017, and a look at pending (or recently passed) tax legislation .

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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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Many Thanks to our Lunch Sponsor!

Your Logo and Link could be here!

Contact info@pgrtaz.org for details or contact Stephanie at 480-409-8522

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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.......


Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900

Address

PO Box 4130  Scottsdale, AZ 85261

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