May 14, 2024
Planned Giving Council Breakfast Meeting

The Planned Giving Council will next meet on May 14, 2024.  Come and network with our great group of members during this breakfast meeting.  The speaker for our April event will be Gregg Gelinas, Regional Director, Eaton Vance/Parametric.  The topic will be " Tax Efficiency Solutions and the Disruptive Technologies Changing the Investment Landscape for Donors and Investors".

 MAY SPEAKER

Gregg Gelinas
Regional Director, Eaton Vance/Parametric

TOPIC

“Tax Efficiency Solutions and the Disruptive Technologies Changing the Investment Landscape for Donors and Investors”

Join us for a conversation about how we are at a transformational intersection whereby tax-efficient solutions and disruptive technologies are reshaping the investment landscape for donors and high-net-worth individuals. Gregg's insights will shed light on a few of the innovative strategies aimed at optimizing tax efficiency while navigating the world of investing. Whether you're a donor, seasoned investor or professional advisor, this session will offer valuable insights into maximizing tax efficiencies in today's dynamic market. Don't miss this opportunity to gain actionable knowledge from one of the industry's leading experts. 

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

MAY SPONSOR

 Please register for the PGC meeting by clicking on the "Register Now" button by May 10, 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