October 13, 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 October 13, 2026. The speakers will be Melissa Haag with Zurich North America Life and Gregg Gelinas with Golub Capital. Melissa and Gregg will speak on the topic, "Purposeful Planning: Advanced Giving Strategies for UHNW Investors Using PPVA and PPLI." For your ultra-high-net-worth clients, the question is rarely whether to give but how to structure the gift so that tax efficiency, family legacy, and philanthropic intent all pull in the same direction. Private placement variable annuities and private placement life insurance have become quiet workhorses inside those conversations, and many advisors have heard of them without ever seeing how they fit. There is much to discuss, and we look forward to learning how these structures support charitable giving and long-term impact.

OCTOBER SPEAKERS

Melissa Haag
Regional Vice President
Zurich North America Life

Gregg Gelinas
Director, Private Wealth Americas
Golub Capital

TOPIC
"Purposeful Planning: Advanced Giving Strategies for UHNW Investors Using PPVA and PPLI"

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 October 9, 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