Planned Giving Council of Palm Beach County

Log in

January 12, 2021 PGC Zoom

  • 01/12/2021
  • 8:15 AM - 9:45 AM
  • Zoom Conference Call
  • 63

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' meetings are included in their membership dues.

Registration is closed



LAST CHANCE! - REGISTER TODAY!

January 12, 2021
Planned Giving Council 
Meeting

Planned Giving Council of Palm Beach County will be hosting our upcoming  meeting on January 12, 2021.  Our notable speaker, Russell James, J.D., Ph.D., CFP®, is the Professor of Charitable Financial Planning at Texas Tech University, Lubbock, TX Russell's presentation will be on "Charitable Planning Strategies in a Pandemic". This is a compilation of two talks – "Raising Major Gifts of Assets in the Aftermath of Covid-19 and Top 10 Charitable Planning Strategies for Financial Advisors under the New Tax Law and SECURE Act."  We hope to see you in attendance!

         

JANUARY SPEAKER


Russell James, J.D., Ph.D., CFP®

Professor of Charitable Financial Planning,
Texas Tech University

TIME

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

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


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.


JANUARY SPONSOR



2020-2021 PLATINUM SPONSOR



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 2021, PalmBeachPlannedGiving.org | Info@PalmBeachPlannedGiving.org