Planned Giving Round Table (PGRT) Event

 

Join PGRT for our first event of the 2017 – 2018 program year.

Family Wealth Planning and Succession Planning Techniques
Presenter: Brian M. Sagrestano, JD, CFRE, President and CEO, Gift Planning Development, LLC

Wednesday, September 13 | 12:00 p.m.
The Associated Krieger Building
101 West Mt. Royal Avenue, Baltimore

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

Program series cost for all four programs: $75 (savings of $25). Sign up today!

Brian M. Sagrestano, JD, CFRE will share techniques to add or enhance a philanthropic planning model to your existing practice. Over 80% of households in the United States make charitable gifts, but rarely are those gifts coordinated with their tax, estate, financial and insurance planning. Drawing on research published in his award-winning book with co-author Robert Wahlers, The Philanthropic Planning Companion (Wiley 2012), Brian will suggest ways that you can engage your clients in charitable giving over multiple generations and make transformational gifts while sustaining the family’s wealth.

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

Upcoming 2017 – 2018 Programs

Washington Update
Featuring: Steven Woolf, Senior Tax Policy Counsel, Jewish Federations of North America
Tuesday, November 7, 8:00 a.m. | DLA Piper

Ethics for Advisors
Featuring: Marianne M. Jennings, J.D., Emeritus Professor of Legal and Ethical Studies, WP Carey School of Business, Arizona State University
Wednesday, February 7, 12:00 p.m. | The Associated Krieger Building

What Clients Want from Their Advisors
Featuring: Featuring: Claire Costello, National Practice Executive, Philanthropic Solutions, U.S. Trust
Wednesday, June 6, 8:00 a.m. | DLA Piper

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Planned Giving Round Table - Family Wealth and Succession Planning
Featuring Brian Sagrestano
Wednesday, September 13, 2017 at 12:00 PM
 
Registrant Info: 1 $25.00 ea.

Planned Giving Round Table 2017-2018 Series
PGRT Series for the 2017-2018 season
Wednesday, September 13, 2017
 
Registrant Info: 1 $75.00 ea.

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