PGRT

 

The Planned Giving Round Table (PGRT)

PGRT brings together professionals from a variety of disciplines who may, at various times, be involved in some aspect of a planned gift to charity. Participants have the opportunity to network, hear from nationally-recognized planned giving and financial experts and enhance their skills by incorporating charitable planning techniques in clients’ tax, financial and estate planning.

Learn more our Planned Giving Round Table (PGRT) for Young Professionals

Join PGRT for our next upcoming program.

The Collaborative Catalyst: The True Frontier of Estate and Legacy Planning
Presenter: Todd Fithian, Managing Partner of The Legacy Companies

The outer boundary of estate planning isn’t the degree to which a brilliantly technical solution can be developed; it is the extent to which you can successfully engage every necessary party at the table, including other professionals. That means the real frontier is the ability to collaborate, not just solve.

During this presentation, Todd Fithian will take on the challenges that exist within collaboration amongst professionals and provide the structure and thinking to evolve the ways in which each of you think, feel and act around collaboration. When advisors come together, everyone at the table wins and the outcomes achieved are far greater than any one advisor could have created on his/her own.

Wednesday, June 5 | 8:00 a.m. Networking & Breakfast, 8:30 a.m. Program
The Suburban Club
7600 Park Heights Ave

Cost: $25 in advance | $30 at the door

All PGRT programs are eligible for 1 hour of Continuing Education (CE) credits for accountants and certified financial planners.

Questions? Contact Jackie Yahr at jyahr@associated.org or 410-369-9248.

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PGRT - Collaborative Catalyst: The True Frontier of Estate & Legacy Planning
Presented by Todd Fithian
Wednesday, June 05, 2019 at 8:00 AM
 
Registrant Info: 1 $25.00 ea.

PGRT Gold Sponsor

PBMares

PRGT Silver Sponsors

Israel BondsKramon & Graham, NaimanMay, P.A.Pessin Katz Law, P.A. (PK Law)RSMTucker & Meltzer

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