Arizona’s Premier Education Event for Gift Planning Professionals
The 2018 conference features two of the leading authorities in Planned Giving, plus breakout sessions featuring top local professionals.
Dr. Russell James, J.D., Ph.D., CFP(R)
Professor, Dept. of Personal Financial Planning
Texas Tech University
Bryan Clontz, CFP®, CLU, ChFC, CAP, AEP
Founder and President
Charitable Solutions, LLC
Full refunds will be available (less 5% for credit card payment registrations) through May 18, 2018
50% refunds will be offered from May 18, 2018 through May 24, 2018
No refunds or credits can be made for cancellations received on/after 5 pm, May 24, 2018 as our event logistics and equipment rentals will be in process, however, substitute attendees are encouraged!
*Please note: PGRTAZ is not a registered provider of pre-qualified CE for life insurance professionals. All professionals should check with their designation requirements for qualified CE before submitting course outlines. Standard CE requirements such as attendance sheets (with signatures), course outlines for attendees, and a minimum 50 minute learning hour, shall be observed.
PO Box 4130 Scottsdale, AZ 85261