After the Sale: Using Promissory Notes and Other Tools for Wealth Transfer
By Arizona Community Foundation
Date and time
Wednesday, February 27, 2019 · 3:45 - 6pm MST
Location
Arizona Community Foundation-Debi Bisgrove Community Philanthropy Center
2201 East Camelback Road #405B Phoenix, AZ 85016Description
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:
