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"Blueprints for Complicated
Donors and Clients"
Christine Forakis Cracchiolo
Estate Planning Attorney
Forakis Law Firm, PLC
Tiffany T. House, CAP(R)
Financial Advisor
Jackson Roskelly Wealth Advisors-
Raymond James
This presentation will speak to:
Secret strategies of the rich and famous
Planning strategies for big donors
How to use legal architecture to create plan designs
Unique charitable case studies
Program pre-approved for 1 PT CFRE(R) CE credit.
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Please note: Members who cannot 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
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Many Thanks to our Lunch Partner!
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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.......
Email Us
Info@PGRTAZ.org
Call Us
602.840.2900
Address
PO Box 4130 Scottsdale, AZ 85261