Formerly known as Planned Giving Round Table of Arizona
"The Braddock Case:
Helping Closely Held Business Owners Hit Their Legacy Home Run"
CLU®, ChFC®, AEP®, MSFS, CAP®
Founder of Philanthropy Offerings
In this case study you will learn how to touch all the bases as closely held business owners like Red and Melinda Braddock hit their legacy home run with your assistance.
Program pre-approved for one (1) PT CE credit
Huge THANK YOU to this Program's Partner!
Arizona Charitbale Gift Planners