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 about PGRT for young professionals under the age of 40.

 

Join PGRT for our first event of the 2018 – 2019 program year.

Overcoming Uncertainty – Complex Planning in Today’s Environment

The passage of the Tax Cuts and Jobs Act has had a tremendous effect on how people conduct their financial planning; it is estimated that a record-number 21 Million households will no longer be itemizing their taxes. On October 9, Donald Kent and Tara Thompson Popernick, two leading experts on designing complex financial plans, will present on how careful planning utilizing a variety of strategies continues to afford clients the opportunity for income-tax savings.

Presenters: Donald Kent, Principal, Bernstein Private Wealth Management

Tara Thompson Popernik, CFA, CFP®, Director of Research for the Wealth Strategies Group

Tuesday, October 9 | 8:00 a.m.
DLA Piper, 6225 Smith Avenue

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

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

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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Planned Giving Round Table 2018-2019 Series
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Tuesday, October 09, 2018 at 8:00 AM
 
Registrant Info: 1 $75.00 ea.

PGRT - Overcoming Uncertainty - Complex Planning in Today's Environment
Presented by Donald Kent, Principal, Bernstein Private Wealth Management and Tara Thompson Popernik, CFA, CFP®, Director of Research for the Wealth Strategies Group
Tuesday, October 09, 2018 at 8:00 AM
 
Registrant Info: 1 $25.00 ea.

PGRT - Tax Planning Developments & Opportunities under TCJA
Presented by Michael Kitces, Partner and Director of Wealth Management for Pinnacle Advisory Group
Wednesday, November 28, 2018 at 8:00 AM
 
Registrant Info: 1 $25.00 ea.

PGRT - Managing Family Dynamics: A Case Study
Presented by Lauren Klein, Assistant Vice President, Funder Services at The Associated
Tuesday, February 12, 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

Estate Planning Update - One Year into the TCJA
Wednesday, November 28, 8:00 a.m. | DLA Piper
Presenter: Michael Kitces, MSFS, MTAX, CFP®, Partner and Director of Wealth Management for Pinnacle Advisory Group

Managing Family Dynamics: A Case Study
Tuesday, February 12, 8:00 a.m.
Presenter: Lauren Klein, Assistant Vice President, Funder Services at The Associated

The Collaborative Catalyst: The True Frontier of Estate and Legacy Planning
Thursday, June 6, 8:00 a.m.
Presenter: Todd Fithian, Managing Partner of The Legacy Companies

PRGT Silver Sponsors

Israel Bonds

Kramon & Graham

Pessin Katz Law, P.A. (PK Law)

RSM

Tucker & 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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