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April 19, 2016 Lunch Presentation

  • 19 Apr 2016
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ

Registration

  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed
"The Benefits of Fostering Charitable Advisory Relationships"

Moderator: 

    

 

 
  Marissa Theisen,
  M.B.A., M.R.P. 
  Principal Consultant
  Win Win Creations

Panelists: 
   

Jan Miller
 Gift Officer
 Honor Health
 
  Michael Colbert,
  CAP(R), CASL, ChFC, CLU
  Financial Advisor
  MassMutual
   Ron Wilson
 Attorney
 Morris Hall, PLLC
                  
                       

Program Description:

Our panel of professionals will provide insight into building critical relationships that serve clients and donors as they make a difference in the world and gain the benefit of a solid financial plan. We are not working against each other; when the client and donor gains, so does the advisor, the non-profit, and the community. Hear these professionals share the ways they build and deepen these relationships for the benefit of all.

Please note:  Members  who can not 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:  Presenter concludes

 

Many Thanks to our Lunch Sponsor!

   Your Logo/Link Could Be Here!

Visit the Sponsor Page of the website for details

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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