November 10, 2020
Planned Giving Council Meeting
Planned Giving Council of Palm Beach County will be hosting our upcoming meeting on November 10, 2020, via Zoom video conferencing. We would like to welcome our speaker, Ted Simpson, Senior Wealth Planning Strategist with Wells Fargo. Ted is based out of South Florida and his presentation will be “End of Year Planning”. Instead of using the Zoom webinar format, we have decided to use the Zoom meeting format so that we can interact with each other prior to the speaker. We hope to see you in attendance!
Networking: 8:15-8:30 a.m.
Meeting: 8:30-9:45 a.m.
"End of Year Planning"
Ted Simpson,Senior Wealth Planning Strategist,Wells Fargo
A link to the meeting will be sent out prior to the event to all registrants. Please be on the lookout for an email from Planned Giving Council of Palm Beach County a few days prior to the webinar.
2020-2021 PLATINUM SPONSOR
A network of professionals who are dedicated to creating a vibrant philanthropic community for the greater good of all.
includes non-profit executives, development directors, estate planning attorneys, tax attorneys, accountants, trust officers, financial advisors, insurance professionals, and philanthropic advisors and consultants.
6671 W. Indiantown Rd. #50-194Jupiter, FL 33458
Copyright 2021, PalmBeachPlannedGiving.org | Info@PalmBeachPlannedGiving.org