Events

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If you are a member, reinvigorate your planned giving program with on-demand recordings and materials from previous events in the Member Resources.

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October 12, 2022 at 8:00am

Meeting
Daren J. Layton, Attorney at Law, Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C.


Beneficiary Designations – Easy money or not?

Learn some tips, tricks, and traps that every professional advisor and planned giving officer should know about beneficiary designations for all types of property, including personal property, real estate, bank accounts, and retirement accounts – and tips for collecting (or not collecting) those assets.

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Member

$30

Includes member discount with access to resources after the meeting.

Non-Member

$50

Join us as a guest and come meet other professionals across multiple disciplines.

Upcoming Calendar

 

 September 8, 2022 Meeting

October 12, 2022 Monthly Meeting

November 2, 2022 Monthly Meeting

 January 11, 2023 Monthly Meeting

February 1, 2023 Monthly Meeting

 

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