September 8, 2026
Planned Giving Council Breakfast Meeting

A new season begins soon and it is a good time to make sure your membership is current. Please take a moment to confirm your membership is active prior to registering for the September meeting to avoid the guest fee.

Regular Membership dues are $300 and Sponsorship Opportunities are available!

You may renew or join online at www.palmbeachplannedgiving.org/join-us. 

The Planned Giving Council will have their next meeting on September 8, 2026. The speaker will be Sebastian Clarke with Heritage Auctions. Sebastian will speak on the topic, "Passion Assets: Art, Collectibles, and the Advisor's Role When Tangible Property Meets the Estate." Some of your clients' most valuable holdings are hanging on a wall, sitting in a safe, or stacked in a closet, and they raise questions of appraisal, timing, liquidity, and family expectations that catch advisors off guard. There is much to discuss, and we look forward to learning how these assets intersect with estate settlement and charitable giving.

SEPTEMBER SPEAKER

Sebastian Clarke
Director of Business Development
Heritage Auctions

TOPIC
"Passion Assets: Art, Collectibles, and the Advisor's Role When Tangible Property Meets the Estate"

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

Please register for the PGC meeting by clicking on the "Register Now" button by September 4, 2026. Members' breakfasts are included in their membership dues. Guest fees are $45.

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