This presentation will discuss a variety of charitable planning tools and who are the ideal candidates for each tool. You will learn to listen for indicators when speaking with your client/donor/investor that will help you suggest ideas and be able to recognize which other professionals should be involved in the conversation.
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 email@example.com or call 602-840-2900 for the first time guest registration code.
Many Thanks to our Program Partner!
PO Box 4130 Scottsdale, AZ 85261