PGRT Young Professionals

 

The Planned Giving Round Table (PGRT) for Young Professionals

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. PGRT for Young Professionals involves intimate study groups which provide professionals with both the technical planned giving tools and the skills necessary to start a conversation around values with clients. 

 

Join PGRT Young Professionals for our upcoming program.

Managing Family Dynamics

In partnership with Baltimore Estate Planning Council (BEPC) Emerging Planners.

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

Thursday, May 17 | 12:00 p.m. Networking/Lunch, 12:30 p.m. Presentation
The Associated Krieger Building
101 W. Mt. Royal Avenue, Baltimore

Cost: $15 in advance; $20 at the door

Lauren Klein, Assistant Vice President, Funder Services at The Associated, will lead an informative discussion about ways advisors can help their clients engage in thoughtful conversations around values and family decision-making. Learn how you can deepen relationships with your clients and guide them towards meaningful interactions with their families around wealth and philanthropy.

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

I am purchasing seat(s) at each for

Please choose your registration(s)

Step 1:
Prices
Step 2:
Registrant Info
Step 3:
Register
Step 4:
Finish
Quantity and Pricing
PGRT Young Professionals: Managing Family Dynamics
Lauren Klein, Assistant Vice President, Funder Services at The Associated, will lead an informative discussion about ways advisors can help their clients engage in thoughtful conversations around values, wealth and philanthropy, and family decision-making
Thursday, May 17, 2018 at 12:00 PM
 
Registrant Info: 1 $15.00 ea.

I wish to give an additional contribution of:  $

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.

Privacy Policy | Terms of Service