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Fifteenth Annual Primer 2010

Partnership for Philanthropic Planning Orange County

The Partnership for Philanthropic Planning Orange County is offering professionals in Orange County and surrounding communities the opportunity to attend an educational and motivational one-day Primer on Planned Giving.

The PPPOC Primer 2010 will feature some of the most highly regarded national experts in the fields of estate planning and planned giving.
This year’s Primer 2010 has sessions specifically designed for those with little experience or knowledge in the field of planned giving.

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...

Date: Wednesday, September 8, 2010

Time: 7:30a.m. - 1:00p.m. (check-in 7:30 - 7:55a.m.) Lunch included.

Location: Northern Trust, 16 Corporate Plaza, Newport Beach, California

Cost to attend:
Single Entry: $125
Group Entry: $125 for the first person; $100 for each additional person

Scholarships available (for PPPOC members only)
Please call/e-mail the PPPOC Association Office for application at 866-921-6440 or info@pppoc.org

Online Primer Registration and Payment