Lunch Training via Zoom What is the latest thinking on giving habits of the wealthy? Bank of America has been surveying wealthy individuals (net worth over $1 million) for many years. AGAIN in 2021, surprising results that you will want to know and understand. What are the trends in giving and volunteering among America’s affluent […]
Lunch Training via Zoom This is a Practical Planning Potpourri – a plethora of practical (some may say mystical) ideas and knowledge you can use right away. Not the Federal hand-out, but a hand-off of tips and secrets to enhance your effectiveness. If you have years of experience in gift/estate planning, then you know […]
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. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see you there! Fill out […]
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. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see you there! Fill out […]
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. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see you there! Fill out […]
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. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see you there! Fill out […]
SSPGC Annual Meeting - Tentative This is a ZOOM meeting of the SSPGC membership. We will send out more information and the ZOOM link several days prior to the meeting. REGISTER below, and REMEMBER: Bring your favorite beverage to the computer with you, and we hope to see you there! Fill out the form below to […]
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. WHO: Russell James, JD, PhD, CFP; Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director in the School of Financial Planning […]
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. WHO: Russell James, JD, PhD, CFP; Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director in the School of Financial Planning […]
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., […]
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 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 […]