US Trust, Bank of America Private Wealth Management has committed to renew their lunch sponsorship for the 2013 Summer Forum.  Thank you!

Bell & Associates has committed to renew their breakout sponsorship for the 2013 Summer Forum.  Thank you!

The Arizona Community Foundation has committed to renew their event sponsorship for the 2013 Summer Forum.  Thank you!

A very warm welcome to our newest Break Out session sponsors, Ward T. Bell & Associates, Inc.

There are so many ways life insurance plays a vital role in estate planning.  When gifting is under consideration, the potential to move wealth and leverage cash AND make everyone a winner is possible.  Strategic estate planning and gifting decisions are amplified with this estate and gift planning tool.  Great to have a sponsor from this side of the conversation!

A warm welcome and our sincerest thanks to Gammage and Burnham for stepping up as new sponsors to the Summer Forum this year.  Watch for Lindsey Jackson and Mike King on event day, to greet them warmly and thank them for their support!

The early bird pricing rates have now flown away. 

Standard registration fees of $140 for PGRTAZ members, and $175 for non-members are now in place, through midnight June 7th.  On June 8th, "at the door" pricing rates kick in.

So, don't delay, REGISTER NOW!   The full day of exceptional speakers and learning, continuing education credits, broad based networking potential, and excellent meals and prizes, would easily be valued at more than $200 per person by other chapters and organizations.  Our incredible sponsors have made this day available to you at significantly discounted rates.  Register Now!

As we enter the final hours of the early bird registration deadline, we have already exceeded last years' final attendance count.   We are well on track to host more than 150 attendees this year!  Don't delay; register before midnight today to get the best possible pricing!

OR IMMEDIATE RELEASE:

Educational Forum Highlights Exceptional Current Opportunity to Transfer Wealth to Heirs

Phoenix, Arizona – April 30, 2012 -

Business owners and financially successful citizens hoping to use their assets to support their future family generations and/or their favorite charitable causes need to assess gifting options and tax opportunities very soon.

 

From Success to Significance, the 18^th annual Summer Forum, offers professional advisors, non-profit staff, board members and philanthropists three distinct educational tracks focused strategic financial and estate planning techniques that maximize tax rules and credits now scheduled to expire on December 31, 2012.

 

“I spend a significant amount of time building relationships with our clients and the other advisors on their tax and financial planning team.  As professionals, when we all come together with a collaborative approach to solving the needs of our clients, and fully focus on understanding their ultimate objectives for their family, their business, and their personal passions, we do a much better job” says Russell S. Goldstein, CFP, and Sr. Vice President of U.S. Trust, Bank of America Private Wealth Management.  

 

“I’ve been impressed with the cutting edge programming and collegial environment the Planned Giving Round Table of Arizona seems to build every year at its Summer Forum.  It is amazing how a well constructed set of programs and top presentation talent bring out energy, enthusiasm, creativity, and excitement at what is possible for our clients and our community.  We are proud to be sponsors of this event, and I’m personally excited at taking a more active volunteer role with this years’ timely message.  Our clients really do have to act NOW, and we, as advisors, need to jump start those conversations.”

 

The 18^th Annual Summer Forum will be held on June 13^th, 2012, in Phoenix Arizona, at the Phoenix Country Club. 

 

The three educational tracks include a series for newer planners or those interested in understanding the basics of gifting and taxation, a series for board members and donors who want to explore innovative ways to maximize their impact, and a series for seasoned planners wanting to stretch their knowledge or tackle specific issues.

 

Further details can be found by visiting their website, or calling the contact information below.  Registration flyers are available for distribution to professional associations for their membership upon request.  Registration is open now.

_______________________

About PGRTAZ:  

The Planned Giving Round Table of Arizona (PGRTAZ) is an Arizona 501(c)(3) organization  committed to developing an interdisciplinary network of knowledgeable estate, tax, legal, financial and fund raising professionals in Arizona.  For more information, visit our website: www.PGRTAZ.org  In Arizona, we are the proud home of Leave a Legacy™ , and through our education and outreach efforts, our organization is impacting the quality of life in our community.  Our legacy leaves a better future for our children through increased funding for our vital social sector agencies and their programs.

 

Contact:

Melissa Kemp	Russell Goldstein
Administrative Office	Chair: Marketing and Outreach
Melissa@PremiumOrganization.com	russell.goldstein@ustrust.com
602-840-2900	602-523-2924
PO Box 4130, Scottsdale,  AZ  85261	Phoenix, AZ

###

Congratulations Pam Wanser on the effort to build our end of day prize packages!

So far Pam reports that the giveaway list will include tickets to the Desert Botanical Garden, the Phoenix Symphony and the Ballet, the Arizona Diamondbacks, as well as the fine wine donation from Phoenix Country Club. 

For our non-profit friends, don't miss this opportunity to open some new people to your venues!  Don't have a venue?   Be creative, and get your name and your mission somehow represented on the end of day raffle list!

For our allied professionals, how can this end of day flourish support your marketing efforts?

Ideas, items, or questions?  e-mail Pam at:  pwanser@balletaz.org

Many Thanks to the Dana Law Firm for stepping in as a 2012 Summer Forum Break out session sponsor!  Matt Dana and his team will be hosting the tax update breakout session, featuring Wesley Scott, from the IRS.  Welcome to our team, Matt!