March 12, 2024
Planned Giving Council Breakfast Meeting

The Planned Giving Council will next meet on March 12, 2024.  Come and network with our great group of members during this breakfast meeting.  The speakers for our March event will be Lisa Fentress, CFP, Senior Wealth Advisor, Mariner Wealth Advisors, Chris Losquadro, MBA, CPRES, Managing Director/Principal Broker, Quantum Realty Advisors and Darren J. Mills, Esq., CPA, MST, TEP, The Markarian Group.  Their topic will be "All Things Real Estate".

 MARCH SPEAKERS

Lisa Fentress, CFP, AAMS, NSSA
Senior Wealth Advisor, Mariner Wealth Advisors

Chris Losquadro, MBA, CPRES
Managing Director/Principal Broker, Quantum Realty Advisors

Darren J. Mills, Esq., CPA, MST, TEP
The Markarian Group

TOPIC

“All Things Real Estate”

Join us for an insightful conversation covering all things real estate, including the latest market conditions and trends with current updates on tax and estate planning that directly impact real estate transactions. Learn the latest strategies to help navigate the ever-changing landscape of property investment and gain valuable knowledge to make informed decisions to help optimize real estate portfolios for your donors and your clients. 

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

MARCH SPONSORS

Please register for the PGC meeting by clicking on the "Register Now" button by March 8, 2024. Members' breakfasts are included in their membership dues. Guest fees are $40, so come see what Planned Giving Council is all about! 

If you are interested in joining Planned Giving Council of Palm Beach County, we would be happy to have you!  Regular Membership dues are $275 and you may join online at www.PalmBeachPlannedGiving.org or complete the Membership Application.

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