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Formerly known as Planned Giving Round Table of Arizona

                                           

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Mission: Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning

Vision: We envision an enriched community where leaving a legacy through charitable gift planning is the social norm

Core Values:  Integrity, Generosity, Innovation, Collaboration, Engagement, Community

November 19, 2019 Lunch Presentation

  • 19 Nov 2019
  • 11:15 AM - 1:00 PM
  • Sheraton Crescent Hotel, 2620 West Dunlap Avenue, Phoenix AZ 85021
  • 52 registrants

Registration

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

"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

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 $40.00 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 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.......



Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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