Planned Giving Council of Palm Beach County

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May 14, 2019 PGC Breakfast Meeting

  • 05/14/2019
  • 7:45 AM - 9:30 AM
  • Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

Registration

  • We welcome all guests! Guest fees are $40 per guest. Come see what Planned Giving Council is all about!
  • Please RSVP for the PGC meeting now. Members' breakfasts are included in their membership dues. Guests are $40 each.


May 14, 2019
Planned Giving Council Breakfast Meeting

SPEAKER


Bryan K. Clontz,
President and Co-Founder, Charitable Solutions, LLC, Jacksonville, FL
 
 


TITLE

"Creative Charitable Planning with Noncash Assets"

Bryan will cover how to maximize donor/client deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets.  Noncash assets are estimated to be a 50 trillion+ market.  This highly interactive session will employ case studies to illuminate key points.

LOCATION 

Embassy Suites - WPB Airport
1601 Belvedere Rd., West Palm Beach, FL

Networking & Breakfast:  7:45-8:05 am

Welcome & Introductions:  8:05-8:30 am
Program:  8:30-9:15 am
Close & Announcements:  9:15-9:30 am


2018-2019 PLATINUM SPONSOR



If you are interested in joining Planned Giving Council of Palm Beach County, we would be happy to have you!  Membership dues are $250 and you may join online at www.PalmBeachPlannedGiving.org or click here for a Membership Form to mail.

Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406

OUR COUNCIL

A network of professionals who are dedicated to creating a vibrant philanthropic community for the greater good of all.


OUR MEMBERSHIP

includes non-profit executives, development directors, estate planning attorneys, tax attorneys, accountants, trust officers, financial advisors, insurance professionals, and philanthropic advisors and consultants.

CONTACT US

6671 W. Indiantown Rd. #50-194
Jupiter, FL 33458


Copyright 2018, PalmBeachPlannedGiving.org | Info@PalmBeachPlannedGiving.org