Planned Giving Council of Palm Beach County

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Upcoming events

    • 10/13/2020
    • 8:30 AM - 9:45 AM (EDT)
    • ZOOM VIDEO WEBINAR
    • 83
    Register


    October 13, 2020
    Planned Giving Council 
    Meeting


    Due to the ongoing situation that we are facing with regards to COVID-19 , the Planned Giving Council will be hosting our next meeting on October 13, 2020, via Zoom webinar.  Our speaker will be Tom Pauloski, National Managing Director - Wealth Planning Strategist, Bernstein out of Chicago, IL.  Tom will be presenting "Charitable Planning in the Current Environment".  We hope to see you in attendance!


    TOPIC

    "Charitable Planning in the Current Environment"


    OCTOBER SPEAKER


    Thomas Pauloski,

    Senior Estate Planning Attorney,
    Bernstein, Chicago, IL


    LOCATION 

    ZOOM Webinar

    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.


    2020-2021 PLATINUM SPONSOR



    • 11/10/2020
    • 8:30 AM - 9:45 AM (EST)
    • ZOOM VIDEO WEBINAR
    • 100


    November 10, 2020
    Planned Giving Council 
    Meeting

    Planned Giving Council of Palm Beach County will be hosting our upcoming  meeting on November 10, 2020, via Zoom video conferencing.  We would like to welcome our speaker, Ted Simpson, Senior Wealth Planning Strategist with Wells Fargo.  Ted is based out of South Florida and his presentation will be “End of Year Planning” . We hope to see you in attendance!

    Registration through Zoom is required to participate in this meeting. Please register by November 9th:

                   REGISTRATION OPENS SOON

    After registering, you will receive a confirmation email containing information about joining the Zoom meeting.  Please register by November 9, 2020.

    TOPIC

    "End of Year Planning"


    NOVEMBER SPEAKER


    Ted Simpson,
    Senior Wealth Planning Strategist,
    Wells Fargo


    LOCATION 

    ZOOM Video Conferencing

    Registration through Zoom is required to participate in this meeting. Please register at the top of this email by November 9, 2020.



    2020-2021 PLATINUM SPONSOR



    • 01/12/2021
    • 7:45 AM - 9:30 AM (EST)
    • Embassy Suites Hotel
    • 100


    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 speaker, Russell James, J.D., Ph.D., CFP®, Professor of Charitable Financial Planning at Texas Tech University, Lubbock, TX Russell's presentation will be on "Charitable Planning Strategies in a Pandemic". We hope to see you in attendance!


                   REGISTRATION OPEN SOON


    JANUARY SPEAKER


    Russell James, J.D., Ph.D., CFP®

    Professor of Charitable Financial Planning,
    Texas Tech University


    LOCATION 

    Embassy Suites Hotel
    1601 Belvedere Road
    West Palm Beach, FL  


    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 2020, PalmBeachPlannedGiving.org | Info@PalmBeachPlannedGiving.org