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.

Managing Family Dynamics: A Case Study

Advisors commonly engage in strategy formulation, planning and succession. But getting your client to involve the entire family is a skill not often taught in the classroom. This innovative session will provide attendees the opportunity to participate in an interactive case study where they will engage in collaborative table discussions on ways advisors can skillfully create deeper conversations with their clients about values, next generation involvement and philanthropy.

Presenter: Lauren Klein, Assistant Vice President, Funder Services at The Associated

Thursday, February 7 | 8:00 a.m. Networking & Breakfast, 8:30 a.m. Program
DoubleTree by Hilton, Baltimore North-Pikesville
1726 Reisterstown Road

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 Carol Hardiek at chardiek@associated.org or 410-369-9288.

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PGRT - Managing Family Dynamics: A Case Study
Presented by Lauren Klein, Assistant Vice President, Funder Services at The Associated
Thursday, February 07, 2019 at 8:00 AM
 
Registrant Info: 1 $25.00 ea.

PGRT - Collaborative Catalyst: The True Frontier of Estate & Legacy Planning
Presented by Todd Fithian
Thursday, June 06, 2019 at 8:00 AM
 
Registrant Info: 1 $25.00 ea.

Upcoming 2018 – 2019 PGRT Programs

The Collaborative Catalyst: The True Frontier of Estate and Legacy Planning
Wednesday, June 5, 8:00 a.m. | Location TBD
Presenter: Todd Fithian, Managing Partner of The Legacy Companies

PGRT Gold Sponsor

PBMares

PRGT Silver Sponsors

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

Disclaimer: Your attendance at this event releases rights to The Associated and its programs and agencies to use your image captured by a photographer and/or film maker in print as well as electronic media, including, but not limited to: brochures, advertisements, annual reports, websites and other materials used to promote Associated and constituent agency programs to the community.

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