Log in

Login

Membership and Collaborator News

Tell us what you think! 

We are excited for this years' PGRTAZ calendar of programs and marketing and education collaborators...a HUGE THANK you to the organizations who have agreed to partner with PGRTAZ for marketing collaborations:


                               

                    




  


  • 25 May 2012 1:23 PM | Anonymous
    As we enter the final hours of the early bird registration deadline, we have already exceeded last years' final attendance count.   We are well on track to host more than 150 attendees this year!  Don't delay; register before midnight today to get the best possible pricing!
  • 07 May 2012 10:04 AM | Anonymous
    OR IMMEDIATE RELEASE:

    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.

     

    Contact:

    Melissa Kemp

    Russell Goldstein

    Administrative Office

    Chair: Marketing and Outreach

    Melissa@PremiumOrganization.com

    russell.goldstein@ustrust.com

    602-840-2900

    602-523-2924

    PO Box 4130, Scottsdale,  AZ  85261

    Phoenix, AZ

    ###

  • 29 Apr 2012 9:59 PM | Anonymous
    Congratulations Pam Wanser on the effort to build our end of day prize packages!

    So far Pam reports that the giveaway list will include tickets to the Desert Botanical Garden, the Phoenix Symphony and the Ballet, the Arizona Diamondbacks, as well as the fine wine donation from Phoenix Country Club. 

    For our non-profit friends, don't miss this opportunity to open some new people to your venues!  Don't have a venue?   Be creative, and get your name and your mission somehow represented on the end of day raffle list!

    For our allied professionals, how can this end of day flourish support your marketing efforts?

    Ideas, items, or questions?  e-mail Pam at:  pwanser@balletaz.org
  • 10 Apr 2012 2:46 PM | Anonymous
    Many Thanks to the Dana Law Firm for stepping in as a 2012 Summer Forum Break out session sponsor!  Matt Dana and his team will be hosting the tax update breakout session, featuring Wesley Scott, from the IRS.  Welcome to our team, Matt!
  • 29 Mar 2012 3:16 PM | Anonymous
    Thank you John Vryhof and your estate and tax planning team for yet again helping to make this event a full day of nationally ranked speakers and local experts, combined with motivation, education, and networking across a broad spectrum of planners!
  • 29 Mar 2012 3:14 PM | Anonymous
    A great shout of welcome to first time event sponsor, Kotzin Valuation. 

    We are glad to have you on the team and ready to help your firm and partners educate business owners about the tremendous opportunities for transferring wealth to future generations that may not be around come January 2013.
  • 29 Mar 2012 3:06 PM | Anonymous
    Kudos to our allied professionals at AFP for sponsoring a break out session this year! 

    AFP is also once again stepping forward as a marketing collaborator, helping us get the word out into the community about this timely and powerpacked event.

    Many thanks to our past PGRTAZ president - and this year's AFP president - Mark Walker, and his board!
  • 07 Mar 2012 4:41 PM | Anonymous
    Many thanks to our Break out Session Sponsor Laura Leopardi!

    Kim Kur and John House
    Sponsorship Chair and Summer Forum Chair
  • 24 Feb 2012 10:58 AM | Anonymous
    Our sincerest gratitude to our returning Summer Forum Sponsor, Fennemore Craig!

    Their financial commitment to the Summer Forum will support the enhanced Program Proceedings Conference Booklet...an ever more professional look and well organized contents for the day of the event, and an ever more useful reference guide for our attendees after the conference.

    Many Thanks to our friends at Fennemore Craig!
  • 02 Feb 2012 1:19 PM | Anonymous
    From Success to Significance has expanded from 2 learning tracks with 8 breakout sessions/programs.

    The topics were chosen by the committee based upon prior years' evaluations and comments, membership trends within PGRTAZ, and current/timely information to maximized what might be the final year of the $5,000,000 unified exemption equivalents.

    A $1,500 sponsorship provides a long list of benefits, including 2 pre-paid admissions, reduced admissions for additional guests, a full page ad in the conference proceedings, broad and continual visibility to more than 7,000 professionals until June 13th, and continuing visiblity on our website following the event.

    Call 602-840-2900, and ask for Kim Kur or Melissa Kemp for more information.

Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

Powered by Wild Apricot Membership Software