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Breakfast Series

  • 15 Jan 2013
  • 7:15 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:  Legacy Planning in Uncertain -and Certain- Times
  Aviva Shiff Boedecker, JD
  The Sharpe Group,
  San Francisco
Program Description:

This session will explore the options and opportunities for incorporating personal values and community interests into estate and financial plans by using charitable gifting strategies that can help address personal, family, and tax concerns, as well as meet the donor/clients’ charitable objectives; and the advantages and drawbacks of each for the advisors and the charities.

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

 Many Thanks to our Breakfast Series Sponsor!

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