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Thank you to all who joined us this year!!

25th Annual 

  Arizona Planned Giving Conference

May 3, 2019

Phoenix Country Club

We truly value our partners support.  We wouldn't be able to bring you this annual event without them!



PGRTAZ Mission      

Educate, motivate, and empower our community to collectively promote and facilitate planned giving.

PGRTAZ Vision          

We envision an enriched community where leaving a legacy through planned giving is the social norm. 

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Next Program

Save the Date!

June 14, 2019

2nd Annual Road Trip

to Prescott

Northern Arizona Estate Planning Day

Bryan Clontz,

PhD, CFP(R), CLU, ChF C(R), CAP(R), AEP(R), RICP(R), CBP


Discussion Topics:

-Case studies of complex charitable and estate planning dilemmas and solutions

-Techniques unique to legal, tax, investment, insurance, and financial planning


Click here to review highlights from the November 20, 2018 monthly educational program

Thank You Charles Kurz III!



Link, Like and Follow!

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Thank You to Our Monthly Program Partners:

      

                         


Membership

Membership Benefits Include

  • Cross disciplinary collaboration
  • Innovative continuing education
  • Professional networking
  • FUN!
Join us now!


Upcoming events

Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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