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 for our upcoming program.

2018 Tax Law Overhaul: What it means for your practice
Featuring: Steven Woolf, Senior Tax Policy Counsel, Jewish Federations of North America

The start of the new year brought tremendous revisions to the tax code which will, in most cases, have a significant impact on your clients. Come hear Senior Tax Policy Counsel, Steven Woolf, discuss the changes that are most relevant to your practice and the ways in which you can offer advantageous wealth preservation advice in planning discussions with your clients.

Thursday, January 25 | 8:00 a.m. Networking/Breakfast, 8:30 a.m. Presentation
DLA Piper, Magothy Room
6225 Smith Ave., Baltimore

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

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
Current changes in the Tax Law presented by Steven Woolf
Thursday, January 25, 2018 at 8:00 AM
 
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