Planned Giving Council of Palm Beach County

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November 10, 2020 PGC Zoom Meeting

  • 11/10/2020
  • 8:30 AM - 9:45 AM
  • ZOOM VIDEO MEETING
  • 76

Registration

  • Please RSVP for the PGC meeting now. Members' meetings are included in their membership dues.

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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!

TIME

Networking: 8:15-8:30 a.m.

Meeting: 8:30-9:45 a.m.


TOPIC

"End of Year Planning"


NOVEMBER SPEAKER


Ted Simpson,
Senior Wealth Planning Strategist,
Wells Fargo


LOCATION 

ZOOM

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.

NOVEMBER SPONSOR


2020-2021 PLATINUM SPONSOR



OUR COUNCIL

A network of professionals who are dedicated to creating a vibrant philanthropic community for the greater good of all.


OUR MEMBERSHIP

includes non-profit executives, development directors, estate planning attorneys, tax attorneys, accountants, trust officers, financial advisors, insurance professionals, and philanthropic advisors and consultants.

CONTACT US

6671 W. Indiantown Rd. #50-194
Jupiter, FL 33458


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