March 4
Register Online Now |
Monthly Breakfast Meeting
Topic:"What's Ahead for the Economy? A Closer Look at How Far We Have
Come and Where We Are Going"
Speaker: Robert K. Forrester
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club |
March 17
Download Virtual Seminar
Registration Form |
Virtual Seminar
"Bequest Boot Camp: Ten Exercises to Strengthen
Your Bequest Program"
Presenter: Karen Gallardo
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program
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April 1
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Monthly Breakfast Meeting
Topic: Best Practices: How to Use Your Website
to Better Promote Planned Giving
Speaker: Allan Pressel
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club
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May 6
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Monthly Breakfast Meeting
Topic TBD
Speaker: Andrew Katzenstein
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club
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May 12
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Virtual Seminar
Topic: "Re Charitable Gift Annuity Reinsurance:
What It Is, What It Isn't, When It Works and When It
Doesn't"
Speaker: Bryan Clontz
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program
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June and July
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No Monthly Breakfast Meetings in June or July
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July 14
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Virtual Seminar
Topic: "Elder Law: A Primer for Gift Planners"
Speaker: Amy Tripp
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program
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August 5
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Monthly Breakfast Meeting
Topic and Speaker TBD
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club
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September 2
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Monthly Breakfast Meeting
Topic TBD
Speaker: Joy Berus
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club |
September 8
|
PRIMER
Various Speakers
Topics TBD
Sponsor: Northern Trust
7:30 am – 4:00 pm / Includes: Breakfast, Workbook, Lunch and Educational Programs
Northern Trust
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September 15
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Virtual Seminar
Topic and Speaker TBD
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program
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October 7
|
Monthly Breakfast Meeting
Topic and Speaker TBD
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club
|
November 4
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Monthly Breakfast Meeting
Topic and Speaker TBD
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club |
November 17
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Virtual Seminar
Topic and Speaker TBD
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program
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December 2
|
Monthly Breakfast Meeting
Topic on Philanthropy
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club |
