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Educational Forum Highlights Exceptional Current Opportunity to Transfer Wealth to Heirs

07 May 2012 10:04 AM | Anonymous

Educational Forum Highlights Exceptional Current Opportunity to Transfer Wealth to Heirs

Phoenix, Arizona – April 30, 2012 -

Business owners and financially successful citizens hoping to use their assets to support their future family generations and/or their favorite charitable causes need to assess gifting options and tax opportunities very soon.


From Success to Significance, the 18th annual Summer Forum, offers professional advisors, non-profit staff, board members and philanthropists three distinct educational tracks focused strategic financial and estate planning techniques that maximize tax rules and credits now scheduled to expire on December 31, 2012.


“I spend a significant amount of time building relationships with our clients and the other advisors on their tax and financial planning team.  As professionals, when we all come together with a collaborative approach to solving the needs of our clients, and fully focus on understanding their ultimate objectives for their family, their business, and their personal passions, we do a much better job” says Russell S. Goldstein, CFP, and Sr. Vice President of U.S. Trust, Bank of America Private Wealth Management.  


“I’ve been impressed with the cutting edge programming and collegial environment the Planned Giving Round Table of Arizona seems to build every year at its Summer Forum.  It is amazing how a well constructed set of programs and top presentation talent bring out energy, enthusiasm, creativity, and excitement at what is possible for our clients and our community.  We are proud to be sponsors of this event, and I’m personally excited at taking a more active volunteer role with this years’ timely message.  Our clients really do have to act NOW, and we, as advisors, need to jump start those conversations.”


The 18th Annual Summer Forum will be held on June 13th, 2012, in Phoenix Arizona, at the Phoenix Country Club. 


The three educational tracks include a series for newer planners or those interested in understanding the basics of gifting and taxation, a series for board members and donors who want to explore innovative ways to maximize their impact, and a series for seasoned planners wanting to stretch their knowledge or tackle specific issues.


Further details can be found by visiting their website, or calling the contact information below.  Registration flyers are available for distribution to professional associations for their membership upon request.  Registration is open now.


About PGRTAZ:  

The Planned Giving Round Table of Arizona (PGRTAZ) is an Arizona 501(c)(3) organization  committed to developing an interdisciplinary network of knowledgeable estate, tax, legal, financial and fund raising professionals in Arizona.  For more information, visit our website: www.PGRTAZ.org  In Arizona, we are the proud home of Leave a Legacy™ , and through our education and outreach efforts, our organization is impacting the quality of life in our community.  Our legacy leaves a better future for our children through increased funding for our vital social sector agencies and their programs.



Melissa Kemp

Russell Goldstein

Administrative Office

Chair: Marketing and Outreach





PO Box 4130, Scottsdale,  AZ  85261

Phoenix, AZ


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PO Box 4130  Scottsdale, AZ 85261

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