Russell Goldstein,
 CFP(R), CAP(R)
 Institutional Client
 Advisor
 U.S. Trust, Bank of America

Who helps philanthropists decide how and what they give?

What are those conversations like?

Why is there such a disconnect between advisors and their clients within the philanthropic conversation?

In this session you will learn from the facts and studies focused on the disconnect of the philanthropic conversation.  You will also hear from philanthropists and advisors in an intimate panel discussion to bring these facts to life. 

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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:  Adjourn

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 $30.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
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Many Thanks to our Lunch Sponsor!

Your Logo and Link could be here!

Contact info@pgrtaz.org for details or contact Stephanie at 480-409-8522

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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.......