Member Meeting: Wednesday, June 3, 2026
Lodge On The Desert | Catalina Room
8:00 AM Networking Breakfast
8:30 AM Meeting
RMD Post Secure Act and Secure 2.0, and the Importance of Beneficiary Designations -
Steve Bossé, Bossé Rollman, PC
Non-Member
$55
Join us as a guest and come meet other professionals across multiple disciplines.
Member
$40
Includes member discount with access to resources after the meeting.
Upcoming PGRTSA Events
Save the Dates for 2026! All events will be in person at the Lodge on the Desert.
- Summer - Monsson Mixer TBA
- September 2, 2026
- October 7, 2026
- November 4, 2026
Don't Miss An Event!
Receive announcements of events and future speakers.
Past PGRTSA Events (2025-26)
- 1 Apr '26: Governance in Action: Building an Engaged, Accountable and Mission Driven Board - Staci Pinion
- 4 Mar '26: Ethics in the Planned Charitable Giving Universe - Mark Rubin, Esq.
- 4 Feb '26: Trust and Estate Administration - What Non-Profits and Professional Advisors Can Expect - Shannon Derksen, Esq. & Jordan Young, Esq.
- 7 Jan '26: Giving While Getting Away: What Inspires Donors to Support their Second-Home Communities - Jeffrey M. Glebocki
- 5 Nov '25: What Next Gen Donors Think About Philanthropy – Julia C. Patrick
- 1 Oct '25: Cybersecurity in Planned Giving Discussion
- 3 Sept '25: Weathering the Storm: Designing and Soliciting Planned Gifts for Stability and Growth - Amy Amoroso and Jacquelyne J. Mingle, J.D
Arizona Charitable Gift Planners Upcoming Events
Check out these other events happening in Phoenix at Ability 360
5031 Washington St, Phoenix, AZ 85034
- April 21, 2026: How the OBBBA Affects Tax & Charitable Planning
CLICK HERE for More Information or to Register In Person or Online Today
