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Program Calendar

Thurs

Sept 22

Networking  - Bring a Friend with Bill Utnage, Master Networks

Broadway Palm Dinner Theater, 11:30 a.m. - 1:00 p.m. 

RSVP today!

Thurs

Oct 27

Complex Gifts, American Endowment Foundation - CapTrust

Broadway Palm Dinner Theater, 11:30 a.m. - 1:00 p.m. 


Thurs

Nov 17

Market Update with Trevor Whitley CFA, CFP®, AIF®, Marquis Wealth Management Group

Broadway Palm Dinner Theater, 11:30 a.m. - 1:00 p.m. 

Fri

Dec 9

Corporate Philanthropy 

Broadway Palm Dinner Theater, 11:30 a.m. - 1:00 p.m. 

*Topics and dates subject to change

Sign up for Planned Giving Council news

If you'd like to learn more about becoming a member of the Planned Giving Council of Lee County or would like to be added to our e-mail list, please email [email protected].