"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.......