A 20+ year IRS/Court qualified valuation expert, Dr. Sheeler will share industry insights on how trusted advisors can measure, create and defend clients’ asset(s)/interest(s) values.  Perhaps, more importantly, he will share how leveraging professional relationships enhances the value family offices, family businesses and the affluent place upon those who they rely upon.  This, in turn, creates “sticky” enduring relationships and increased frequency of retentions.  If you want 7-figure annual billings, this former US Marine combat officer and U.S. Senate candidate can illuminate some ready to apply take aways. 

Feel free to prepare your valuation and discounting questions to Carl in advance and send them to Stephanie Weadock at the Planned Giving Round Table of Arizona – info@PGRTAZ.org

Registration and Breakfast 7:30am; Program 8am; Adjourn 9am