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Formerly known as Planned Giving Round Table of Arizona


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Breakfast Series

  • 18 Sep 2012
  • 7:30 AM - 9:15 AM
  • Phoenix Country Club


  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed
Topic:  "What's Your Business Appraiser Worth?"
  Dr. Carl Sheeler
  Business Valuations Ltd. &
  Allison Appraisals and Assessments,
  San Diego

Program Description:

A 20+ year IRS/Court qualified valuation expert, Dr. Sheeler will share industry insights on how trusted advisors can measure, create and defend clients’ asset(s)/interest(s) values.  Perhaps, more importantly, he will share how leveraging professional relationships enhances the value family offices, family businesses and the affluent place upon those who they rely upon.  This, in turn, creates “sticky” enduring relationships and increased frequency of retentions.  If you want 7-figure annual billings, this former US Marine combat officer and U.S. Senate candidate can illuminate some ready to apply take aways. 

Feel free to prepare your valuation and discounting questions to Carl in advance and send them to Stephanie Weadock at the Planned Giving Round Table of Arizona –

Registration and Breakfast 7:30am; Program 8am; Adjourn 9am

 Many Thanks to our Breakfast Series Sponsor!

Save The Date for the 19th Annual Summer Forum, June 12, 2013
Last minute cancellations:  If you find you cannot attend, an e-mail to gives us an idea of how many extra seats we may have for those arriving "at the door".

Attending At the Door?  Here's more information.......

Arizona Charitable Gift Planners

  602.840.2900 X1

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