November 10, 2020
Planned Giving Council Meeting

Planned Giving Council of Palm Beach County will be hosting our upcoming  meeting on November 10, 2020, via Zoom video conferencing.  We would like to welcome our speaker, Ted Simpson, Senior Wealth Planning Strategist with Wells Fargo.  Ted is based out of South Florida and his presentation will be “End of Year Planning”.  Instead of using the Zoom webinar format, we have decided to use the Zoom meeting format so that we can interact with each other prior to the speaker. We hope to see you in attendance!

TIME

Networking: 8:15-8:30 a.m.

Meeting: 8:30-9:45 a.m.

TOPIC

"End of Year Planning"

NOVEMBER SPEAKER

Ted Simpson,
Senior Wealth Planning Strategist,
Wells Fargo

LOCATION 

ZOOM

A link to the meeting will be sent out prior to the event to all registrants.  Please be on the lookout for an email from Planned Giving Council of Palm Beach County a few days prior to the webinar.

NOVEMBER SPONSOR

2020-2021 PLATINUM SPONSOR