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X-WR-CALDESC:Events for South Sound Planned Giving Council
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221116T120000
DTEND;TZID=America/Los_Angeles:20221116T130000
DTSTAMP:20260423T202552
CREATED:20220113T215750Z
LAST-MODIFIED:20220113T215750Z
UID:1354-1668600000-1668603600@sspgcouncil.org
SUMMARY:Lunch Training
DESCRIPTION:Lunch Training via Zoom \n  \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nREGISTER below\, and REMEMBER: Bring your lunch and\nbeverage to the computer with you\, and we hope to see you there! \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-13/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221118T120000
DTEND;TZID=America/Los_Angeles:20221118T130000
DTSTAMP:20260423T202552
CREATED:20220929T235632Z
LAST-MODIFIED:20220929T235646Z
UID:1497-1668772800-1668776400@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 6 - CRTs
DESCRIPTION:CRTs\nwith \nRick Oldenburg CAP®\, Principal\, Oldenburg & Associates \nOutline:\nI. CRATs (Charitable Remainder Annuity Trust)\nII. CRUTs Charitable Remainder UniTrust) \nEach fall\, SSPGC offers our community an opportunity to acquire a basic knowledge of planned giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. Sessions are held via Zoom will not be offered at individually – you must sign up for the entire series. \nCost:\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-5-crts-2/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221130T120000
DTEND;TZID=America/Los_Angeles:20221130T130000
DTSTAMP:20260423T202552
CREATED:20220929T235958Z
LAST-MODIFIED:20220930T000033Z
UID:1504-1669809600-1669813200@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 7 - Putting It All Together
DESCRIPTION:Putting It All Together\nwith All Instructors \nOutline:\nI. How to recognize a Planned Giving prospect \nA. Situations to look for\nB. Verbal cues \nII. How to get help \nEach fall\, SSPGC offers our community an opportunity to acquire a basic knowledge of planned giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. Sessions are held via Zoom and will not be offered at individually – you must sign up for the entire series. \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-7-putting-it-all-together-2/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20221201
DTEND;VALUE=DATE:20221202
DTSTAMP:20260423T202552
CREATED:20220113T220916Z
LAST-MODIFIED:20220113T220916Z
UID:1361-1669852800-1669939199@sspgcouncil.org
SUMMARY:SSPGC Member Annual Meeting - Tentative
DESCRIPTION:SSPGC Annual Meeting – Tentative \nThis is a ZOOM meeting of the SSPGC membership.\nWe will send out more information and the ZOOM link several days prior to the meeting. \nREGISTER below\, and REMEMBER: Bring your favorite\nbeverage to the computer with you\, and we hope to see you there! \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/sspgc-member-annual-meeting-tentative/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230118T113000
DTEND;TZID=America/Los_Angeles:20230118T130000
DTSTAMP:20260423T202552
CREATED:20230327T141440Z
LAST-MODIFIED:20230327T141612Z
UID:1591-1674041400-1674046800@sspgcouncil.org
SUMMARY:Lunch Training
DESCRIPTION:Lunch Training via Zoom \n  \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nWHO: Russell James\, JD\, PhD\, CFP; Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director in the School of Financial Planning at Texas Tech University. \nWHAT: 10 Legacy Strategies that work; The inner workings of the donors mind; how to get your organizational leadership to support Planned Giving \nREGISTER below\, and REMEMBER: Bring your lunch and\nbeverage to the computer with you\, and we hope to see you there! \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-14/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230215T113000
DTEND;TZID=America/Los_Angeles:20230215T130000
DTSTAMP:20260423T202552
CREATED:20230327T141819Z
LAST-MODIFIED:20230327T141819Z
UID:1595-1676460600-1676466000@sspgcouncil.org
SUMMARY:Lunch Training
DESCRIPTION:Lunch Training via Zoom \n  \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nWHO: Russell James\, JD\, PhD\, CFP; Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director in the School of Financial Planning at Texas Tech University. \nWHAT: The Hidden Code of End-of-Life Decisions and Baby Boomers\, a Special Generation or Just Typical Old People. \nREGISTER below\, and REMEMBER: Bring your lunch and\nbeverage to the computer with you\, and we hope to see you there! \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-15/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230315T113000
DTEND;TZID=America/Los_Angeles:20230315T130000
DTSTAMP:20260423T202552
CREATED:20230327T143205Z
LAST-MODIFIED:20230327T143252Z
UID:1598-1678879800-1678885200@sspgcouncil.org
SUMMARY:Lunch Training
DESCRIPTION:Lunch Training In Person at La Quinta Inn & Suites \nThis is an in person meeting. Register now HERE. \nWHAT: What we all need to know about Secure Act 2.0 (Consolidated Appropriations Act of 2023) – and how affects your work in 2023 \nMODERATOR: Jeff Myers JD LLM  Sr. Vice President & Private Client Mngr.\, Bank of America Private Bank \nPANELISTS:\nKimberly Fisher CFP CAP \, Vice President & Wealth Advisor\, Wells Fargo Private Bank\nHayden Taylor JD\, Business Law\, Estate Planning & Probate\, Eisenhower Carlson PLLC\nHeather Williams JD CAP\, Senior Director\, Planned Giving at University of Washington \nCOST:\nSSPGC Members – $20\nNonMembers – $30. \nWHERE:La Quinta Inn & Suites\, Conference Center\, 1425 E 27th St\, Tacoma\, WA 98421 (Portland Ave & I-5) \nYOU MUST REGISTER in advance and pay online or register online and bring check to the door.  Do that HERE. \nWe hope to see you there!
URL:https://sspgcouncil.org/event/lunch-training-16/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230419T113000
DTEND;TZID=America/Los_Angeles:20230419T130000
DTSTAMP:20260423T202552
CREATED:20230327T151053Z
LAST-MODIFIED:20230410T201644Z
UID:1604-1681903800-1681909200@sspgcouncil.org
SUMMARY:Lunch Zoom Training: Electronic Will Signing – How it affects the Gift Planning Parties
DESCRIPTION:Lunch Training via Zoom: Electronic Will Signing – How it affects the Gift Planning Parties \n  \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nThe South Sound Planned Giving Council has secured time and expertise of\nSherry Bosse Lueders JD who wrote the definitive article on the subject of Electronic\nWill Signing in Washington State for the Bar Association. \nLearn how this new approach to signing Will affects you no matter what part you\nplay in the Planned Giving process.  You will want to know how to respond to clients\nand donors asking for answers about this new process.  It’s easy to see that it made\ngreat sense during the Pandemic\, but does the need change as we return to many\npre-pandemic activities including in-person client meetings? \nAs with so many changes\, there are always opportunities that arise as well as pitfalls\n– AND we all need to learn about them! \nWHO: Sherry Bosse Lueders JD\, Of Counsel\, with the law firm of\nStacey L. Romberg\nWHAT: Electronic Will Signing – How it affects the Gift Planning Parties\nWHEN: Wednesday\, April 19\, 2023  Noon – 1 pm  on ZOOM \nREGISTER below\, and REMEMBER: Bring your lunch and\nbeverage to the computer with you\, and we hope to see you there! \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-17/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230517T120000
DTEND;TZID=America/Los_Angeles:20230517T130000
DTSTAMP:20260423T202552
CREATED:20230410T201342Z
LAST-MODIFIED:20230410T201342Z
UID:1615-1684324800-1684328400@sspgcouncil.org
SUMMARY:Lunch Training
DESCRIPTION:Lunch Training via Zoom \n  \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nTopic to be shared soon! \nREGISTER below\, and REMEMBER: Bring your lunch and\nbeverage to the computer with you\, and we hope to see you there! \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-18/
LOCATION:Virtual
CATEGORIES:Lunch Training
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