In Action

• Planned Giving Roundtable 2024 PGRTSA Symposium in Arizona (May 1)
   

• Family Wealth Report Awards 2024 in NYC (May 2)
   

• SoCal Charitable Gift Planners in Costa Mesa (May 21-23)
   

• Wealth Management Institute (WMI) in Singapore (May 28-May 31)
   

• P150 Member Gathering in San Francisco (June 11 - 12)
   

• Wealth for Goods Awards in London (June 27)
   

• HBCU Philanthropy Symposium in Washington D.C. (June 3-July 4)
   

• Purposeful Planning Institute Rendezvous in Westminister (July 29-Aug 2)

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