PGRTAZ Purpose

PGRTAZ Mission      

Educate, motivate, and empower our community to collectively promote and facilitate planned giving.

PGRTAZ Vision          

We envision an enriched community where leaving a legacy through planned giving is the social norm. 

Next Meeting

Tuesday, January 16, 2018

"Recent Developments and Considerations for the Wealth Transfer Advisor"

Jean Y. Kim-Wall, JD/MBT, CFP(R)

This presentation will provide an overview of the changes in wealth transfer taxes that have occurred over the past few years, recent developments from 2017, and a look at pending (or recently passed) legislation from the Trump Administration and Congress.

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Membership Benefits Include

  • Cross disciplinary collaboration
  • Innovative continuing education
  • Professional networking
  • FUN!
Join us now!

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PO Box 4130  Scottsdale, AZ 85261

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