After the Sale: Using Promissory Notes and Other Tools for Wealth Transfer

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Arizona Community Foundation-Debi Bisgrove Community Philanthropy Center

2201 East Camelback Road

#405B

Phoenix, AZ 85016

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The Arizona Community Foundation invites you to attend the first seminar in the 2019 Professional Education Series. A panel of speakers will discuss the use of promissory notes and other tools for wealth transfer.

Featured panelists include:

  • Christopher P. Siegle, Esq. J.P. Morgan Private Bank
  • Trevor S. Whiting, J.D., LLM, MBA Dana Whiting Law

Join us to learn how to help your clients benefit from these new tools.

Registration and networking: 3:45 to 4:15 p.m.
Program: 4:15 to 5:20 p.m.
Reception: 5:20 to 6:00 p.m.

Thank you to our generous sponsor:

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Date and Time

Location

Arizona Community Foundation-Debi Bisgrove Community Philanthropy Center

2201 East Camelback Road

#405B

Phoenix, AZ 85016

View Map

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