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Formerly known as Planned Giving Round Table of Arizona


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August Monthly Program: "Estate Administration: What Happens When You Die"

  • 16 Aug 2022
  • 11:15 AM - 1:30 PM
  • In Person Luncheon with the Ability to Join Online: Valley of the Sun United Way - 3200 E Camelback Rd Ste 375 Phoenix AZ 85018


Registration is closed

"Estate Administration: 

What Happens When You Die"


   Linda H. Bowers

   VP, Senior Trust Advisor

   Wealth Management

   Northern Trust

When you die, there are administrative issues that may arise which can be prepared for in advance.  Whether you are planning for yourself, helping a client with planning for the future, or a charity waiting to receive a charitable distribution from an estate, knowing what to expect helps you prepare.  You will learn some tips and things to consider when planning, and gain insights into the estate administration process beyond just the estate planning


Please note our new meeting venue:

Valley of the Sun United Way

3200 E Camelback Road Ste 375

Phoenix AZ  85018

Click Here for Guest Parking and Directions

Be sure to review their COVID policy

Program pre-approved for one (1) PT    CE credit

Program pre-approved for one (1) hour   CE Credit

Huge THANK YOU to this Program's Partner!

Arizona Charitable Gift Planners

  602.840.2900 X1

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