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March 18, 2014-Breakfast Program and Committee Sessions

  • 18 Mar 2014
  • 7:30 AM - 9:45 AM
  • Phoenix Country Club

Registration

  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed
Topic: 
"Planning With Digital Assets"
 Speaker:
  Robert P. Goodman
 Wealth Strategist
 U.S. Trust, Bank of America
 Private Wealth Management

 
Program Description: 

In the digital age, conversations with our clients and donors about their planned gifts can venture into topics that gift planners didn’t have to consider a generation ago.  This presentation will cover modern planning issues that our clients and donors are facing in 2014 and can give us a different way to engage in gift planning and legacy conversations.

7:15am Registration

Committee shirt sleeves sessions

and breakfast until 8:05am

8:10am:  Program Presenter commences

9:10am:  Presenter concludes

Dialogue with presenters and complete Shirt Sleeves

Session until 9:30am

9:30am:  Adjourn

 Many Thanks to our Breakfast Series Sponsor!
                                

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.......

Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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