This session will give an overview of the planning and strategies needed to ensure that families can best avoid some pitfalls and conflicts of interest related to their charitable giving now and in the future. Several case studies will be shared to outline some real-life approaches on developing and sustaining effective practices around this topic.
Please note: Members who can not attend, now have the ability to send a substitute in their place at the member registration level.
1:00pm: Presenter concludes
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 $25.00 is being offered. Please email firstname.lastname@example.org for the first time guest registration code.
Many Thanks to our Lunch Sponsor!
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PO Box 4130 Scottsdale, AZ 85261