November 11, 2025
Planned Giving Council Breakfast Meeting
The Planned Giving Council will have their November Breakfast Meeting on Tuesday, November 11, 2025. Richard Hazzouri, CFA, CPWA, who is the Executive Director, Institutional Consulting Director of the Hazzouri Group at Morgan Stanley will speak. The topic for today is: "Investment Policy: For Board Members, Trustees and Investment Committees Formulating an Investment Policy Statement for Foundations & Endowments". This should be an informative presentation, so make sure you register. If you would like to join or renew your membership, we welcome you to go to our website.
NOVEMBER SPEAKER
Richard Hazzouri, CFA, CPWA
Executive Director, Institutional Consulting Director of
the Hazzouri Group at Morgan Stanley
TOPIC
"Investment Policy: For Board Members, Trustees and
Investment Committees Formulating an
Investment Policy Statement for Foundations & Endowments"
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
NOVEMBER SPONSOR
Please register for the PGC meeting by clicking on the "Register Now" button by November 6, 2025. Members' breakfasts are included in their membership dues. Guest fees are $45, 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 $300 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
Planned Giving Council of Palm Beach County