WNY Planned Giving Consortium - December 2017 Program

December 12, 2017
7:30 AM to 9:00 AM
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The Saturn Club
977 Delaware Avenue
Buffalo, NY 14209
http://www.saturnclub.org/
http://www.saturnclub.org/
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"ADVICE BEYOND INVESTING"

Advisors and development officers - come and learn simple, practical ways to better protect your client/donor and their family. Leverage tax wise strategies and raise boat loads of charitable funds in a simple way. This presentation aims to provide solutions that address many client/donor needs at different stages of their financial lives. Whether it’s saving more intelligently, accessing money more efficiently or borrowing more strategically, it’s up to you to help them to a strong financial future. Join us to find ways on discovering their needs and the opportunities available to them. 

 

OUR PRESENTER

PETER D. SPIRA, CFP®
First Vice President – Wealth Management

UBS Financial Services, Inc.

 

TIMES:   

7:30 a.m.          -  Registration and Breakfast Buffet
8 – 8:15 a.m.     - Annual Meeting with the Election of the Board of Directors
8:15 - 9:15 a.m. - Presentation

Meeting will be held in the Lounge/Loggia on the second floor of the Saturn Club. 

 

The Western New York Planned Giving Consortium, Inc. is a not for profit professional organization which was founded in Buffalo in 1993. We are a local council of the National Association of Charitable Gift Planners headquartered in Indianapolis. Our mission is to help people and organizations create charitable giving experiences that are the most meaningful in achieving both charitable mission and the philanthropic, financial, family and personal goals of the donor.

 

Tickets

$30.00 Planned Giving Consortium Members
$20.00 Earlybird rate before December 8

$35.00 LEAVE A LEGACY® Partners
$25.00 Earlybird rate before December 8

$45.00 Non Members
$35.00 Earlybird rate before December 8

Documents

 

 

 

LEAVE A LEGACY® WESTERN NEW YORK    
P.O. Box 1885    Buffalo, NY 14225    (716) 508-0525 Phone    (716) 668-7805 Fax    Info@LeaveALegacyWNY.org