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Desert Willow Conference Center:  4340 E Cotton Center Blvd, Phoenix, AZ 85040

Arizona's Premier Education Event for Gift Planning Professionals

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Thank You to Our Event Partner: 

  

8:15am Breakfast Keynote  

"Planned Giving Comedy Hour:  Painful Career Lessons Learned from 25 Years in the Gift Planning Trenches"

 

 Bryan Clontz, CFP(R), CLU, ChFC, CAP(R),  AEP(R)

 Founder and President

 Charitable Solutions, LLC

 



After a long career in any field, strange things tend to happen creating teachable moments resulting, hopefully, in lessons learned.   This comedic jaunt through the always funny topics of death and taxes is designed to help us laugh at our strange profession, generally, and at my wince-inducing personal stories more specifically.  If you learn something profound and life-changing in the eight vignettes, however, it will be completely by mistake.  My only goal is to break into the elite club of the top 10 planned giving comedians.

Thank You to Our Breakfast Partner:



Thank You to Our Reception Partner:



12:45pm Lunch Keynote

"Words That Work in Major 

and Planned Gift Communications"

 

 Russell James, J.D. Ph.D., CFP(R)

 Professor, Department of Personal   Financial Planning

 Texas Tech University



This presentation shares results from the series of surveys uncovering the words and phrases that work best to encourage interest in planned giving.  Learn practical, scientifically-based approaches that will increase your effectiveness in communication about planned giving.


Thank you to Our Breakout Partners:

  

  

 

  

Board of Directors

                                                                                                 


Track I:  Take Flight
Click here for Track Descriptions
 9:30am-10:45am

"Boomer Trillions"

 

Andy Ragone
 Integrated Marketing 
 Crescendo Interactive, Inc.

Program Description

 11:00am-
 12:15pm
 "Lawyers and Non-Profit Boards:  An Ethical Review"


J. Scott Rhodes
 General Counsel
 Jennings Strouss


 Program Description





 2:00pm-
 3:15pm
 
"Blended Gifts"



Andy Ragone
 Integrated Marketing
 Crescendo Interactive, Inc.


Program Description

Thank you to our Partners:

    

              

     

Breakout Sessions:
Track II: On Board
Click here for Track Descriptions
 9:30am-
 10:45am
"The Hidden Code of End-of-Life Decisions:  What Legacy Fundraising Can Learn From Decision-Making in Life Insurance, Annuities, Estate Planning and Healthcare" 

Russell James, J.D., PhD, CFP(R)
 Professor
 Texas Tech University
Program Description
11:00am-12:15pm  "Engaging Your Board in Planned Giving"


Russell Goldstein
 Institutional Client Advisor
 U.S. Trust, Bank of America

Program Description
Breakout Session Partner:

2:00pm-
3:15pm
"Top 10 Legacy Fundraising Strategies from Scientific Research:  National Data & Results from the Lab"


Russell James, J.D., PhD, CFP(R)
 Professor
 Texas Tech University

Program Description

        

             

           

      


Track III:  Soaring High
Click here for Track Descriptions
 9:30am-
10:45am

"First and Third Party Special Needs Trusts (SNTs)"


Stephanie Bivens
 Attorney
 Bivens & Associates, P.L.L.C.
Program Description
 11:00am-
 12:15pm
 "Top 10 Trends Every Advisor Should Know in 2018"

Bryan Clontz
CFP(R), CLU, ChFC, CAP(R),  AEP(R)
 Founder and President
 Charitable Solutions, LLC
 
Program Description
Breakout Session Partner:


 2:00pm-
 3:15pm
"Creative Planning with
Non-Cash Assets"


Bryan Clontz,
 CFP(R), CLU, ChFC, CAP(R),  AEP(R)
Founder and President
 Charitable Solutions, LLC
Program Description
Breakout Session Partner:



 

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Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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