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2010 Calendar
PPPOC General Membership Events

2011 Breakfast Meeting Sponsorships

Virtual Seminars

Monthly Breakfast Meetings

Primer





September 2

Register Online Now

Monthly Breakfast Meeting
Topic: Art as an Asset Class: What it Means to be a Charitable Recipient.
Speaker: Joy Berus, Barth, Berus & Calderon, LLP
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club

September 8

Register Online Now

Professional Series / Primer
Various Speakers
Topics Include:

  • Fundamentals of Estate Planning
  • CRT's, CGA's, Gifts of Insurance, Stocks
  • Legacy issues, Personal objectives
  • Gifts: What is Good to Give to Charity, What Should Go to Family?
  • And, much, much more...

Sponsor: Northern Trust
7:30 am – 1:00 pm / Includes: Breakfast, Workbook, Lunch and Educational Programs
Northern Trust

September 15

Virtual Seminar
Topic and Speaker TBD
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program

October 7

Monthly Breakfast Meeting
Topic: Ethics
Speaker: Julie Heggeness, JD, CSPG - Memorial Medical Center Foundation
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club


November 4

Monthly Breakfast Meeting
Topic: Aligning Charitable Giving & Life Insurance: Best Practices, Planning Techniques, and Philanthropic Benefits
Speaker: Kelly Kidwell, President & CEO - Pacific Advisors
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club

November 17

Virtual Seminar
Topic and Speaker TBD
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program

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