The education provided throughout this this full seminar will will be useful to attorneys, accountants, financial consultants, trust bankers, non-profit executives, current and future philanthropists, board members, non-profit executive staff, appraisers, and fund-raising professionals of all levels of expertise. In addition to the opportunities for client and donor development, leadership development and philanthropic acumen, career building and client service skills, attendees of varying disciplines will advance their knowledge while they earn continuing education credit.  Visit the 2014 Summer Forum webpage for program line up....

Refund Policy: 

Full refunds will be available (less 5% for credit card payment registrations) through May 13th. 

50% refunds will be offered May 13th through May 26th.

No refunds can be made for cancellations received on/after 5 pm, May 26th, as our event logistics and equipment rentals will be in process, however, substitute attendees are encouraged!

*Please note: PGRTAZ is not a registered provider of pre-qualified CE for life insurance professionals.  All professionals should check with their designation requirements for qualified CE before submitting course outlines.  Standard CE requirements such as attendance sheets (with signatures), course outlines for attendees, and a minimum 50 minute learning hour, shall be observed.