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Formerly known as Planned Giving Round Table of Arizona


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August 21, 2018 Lunch Presentation

  • 21 Aug 2018
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


  • This option is available for those attending our monthly educational meetings for the first time. Obtain a registration registration code by emailing or calling 602-840-2900
  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed

"The Economy and US Stock Market:  
Three "What-Ifs" to Consider and the Potential Impact on Charitable Planning"

  Senior Vice President - Financial Advisor
  Senior Portfolio Manager - Portfolio Focus
  Specialized Strategies Group at RBC Wealth      

As the US equity bull market marches toward its 10th anniversary, questions about three topics—trade disputes, the midterm elections, and the yield curve—are dominating client conversations. We take on these topics to provide some perspective on how they may impact investors and planned giving.

This program is pre-approved for 1 (One) PT of CFRE CE credit.


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

11:25am 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 $36.00 is being offered.  Please email or call 602-840-2900 for the first time guest registration code.

Last minute cancellations:  If you find you cannot attend, an e-mail to 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.......

Arizona Charitable Gift Planners

  602.840.2900 X1

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