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. Topic to be shared soon! REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to […]

Lunch Training via Zoom: Electronic Will Signing – How it affects the Gift Planning Parties   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. The South Sound Planned Giving Council has secured time and expertise of […]

Lunch Training In Person at La Quinta Inn & Suites This is an in person meeting. Register now HERE. WHAT: What we all need to know about Secure Act 2.0 (Consolidated Appropriations Act of 2023) – and how affects your work in 2023 MODERATOR: Jeff Myers JD LLM  Sr. Vice President & Private Client Mngr., […]