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Lunch Training: Best Practices Roundtable – observations in real-time of our estate & gift planning environment

March 16 @ 12:00 pm - 1:00 pm

- Free

Lunch Training via Zoom

This is a ZOOM meeting and therefore NO CHARGE to attend – so register now.
We will send out the ZOOM link several days prior to the meeting.

On Wednesday, March 16th, four area experts, will weigh in on what
they are seeing in their respective areas of expertise! THEN, they’ll open it up for
questions.  In addition, if you have a case you are working, or a presentation you are
preparing and not sure if you are absolutely on the right track, this is your opportunity
to get some FREE ADVICE.

The law continues to change, the pandemic is starting its 3rd year and clients and
donors are responding in ways you might not have imagined.  This is why it is so
important to get a 3-D view of our planning world from four sets of eyes!  You are
sure to learn something you can use right away next Wednesday.

WHO: Brianne Kampbell JD, Estate Planning Attorney, Kampbell Legal Planning;
Jeff Myers JD LLM, Sr. Vice President & Private Client Manager, Bank of
America Private Bank
Mindie Reule CAP®, Executive Director, Community Foundation of South
Puget Sound
Bill Zook JD, Principal, Evergreen Planned Giving, Seattle
MODERATOR:  Doug Page CAP®; Executive Director of Gift Planning, PLU
WHAT: Best Practices Roundtable, observations in real-time of our Estate
and Gift Planning environment.
WHEN
: Wednesday, March 16, 2022   Noon- 1 pm  ZOOM Platform

Join us for a session full of information, valuable insights, and useful ideas to help you
understand our working environment as well as stay up with the latest thinking.

REGISTER below, and REMEMBER: Bring your lunch and
beverage to the computer with you, and we hope to see you there!


Fill out the form below to register.

Details

Date:
March 16
Time:
12:00 pm - 1:00 pm
Cost:
Free
Event Category:

Organizer

SSPGC

Venue

Virtual

Details

Date:
March 16
Time:
12:00 pm - 1:00 pm
Cost:
Free
Event Category:

Organizer

SSPGC

Venue

Virtual