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San Joaquin Valley Planned Gifts Council/AFP Valley Chapter 2017 Annual Spring Symposium

Ed Chetan Edwin, President, San Joaquin Planned Gifts Council/Leave A Legacy

Tuesday, May 16, 2017 from 7:45 AM to 1:30 PM (PDT)

San Joaquin Valley Planned Gifts Council/AFP Valley...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Student May 12, 2017 $30.00 $0.00
SJVPGC/AFP Member May 12, 2017 $40.00 $0.00
Non-Member May 12, 2017 $50.00 $0.00
Gold Level Sponsorship $750 May 12, 2017 Enter donation ($)
Silver Level Sponsorship $500 May 12, 2017 Enter donation ($)
Bronze Level Sponsorship $250 May 12, 2017 Enter donation ($)
PAY AT DOOR MEMBER $40 Not Started $40.00 $0.00
PAY AT DOOR NON-MEMBER $50 Ended $50.00 $0.00
SPONSOR ONLY REGISTRATION pd by check May 16, 2017 Free $0.00

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Event Details

Keynote speaker: Eric McDermott ChFC®

Managing Partner, Pacific Advisors, Los Angeles, CA

 

 Advanced Charitable Strategies:

Significant Tax Efficient Opportunities

 

 Business Succession Strategies:

Using Philanthropy, Life Insurance and Much More 

 

Speaker Bio: 

As a Managing Partner at Pacific Advisors, Eric leads client relations, marketing, technology, client servicing, and call center departments in order to care for the ongoing concerns of clients, career candidates, brokers, and advisors throughout the state. Eric is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), member FINRA, SIPC. Pacific Advisors is not an affiliate or subsidiary of PAS.To learn more visit http://www.pacificadvisors.com/leadership/mcdermott

 

$30 for Students

$40 for SJVPGC or AFP Members

$50 for Non-Members

Includes Breakfast and Lunch

(Continuing education credits applied for)

 

To register: https://2017plannedgivingsymposium.eventbrite.com

We hope you can make it!

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Cheers,

Ed Chetan Edwin, President, San Joaquin Valley Planned Gifts Council

 


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Have questions about San Joaquin Valley Planned Gifts Council/AFP Valley Chapter 2017 Annual Spring Symposium? Contact Ed Chetan Edwin, President, San Joaquin Planned Gifts Council/Leave A Legacy

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When & Where


Fort Washington Country Club
10272 N MILL BROOK
Fresno, CA 93730

Tuesday, May 16, 2017 from 7:45 AM to 1:30 PM (PDT)


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Organizer

Ed Chetan Edwin, President, San Joaquin Planned Gifts Council/Leave A Legacy

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San Joaquin Valley Planned Gifts Council/AFP Valley Chapter 2017 Annual Spring Symposium
Things to do in Fresno, CA Class Business

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