The Who, What, and When of Planned Gifts

  • March 21, 2018
  • 12:00 PM - 1:30 PM
  • PSA Financial - 11311 McCormick Rd, 6th Floor, Hunt Valley, MD 21031
  • 44

Registration

  • TWO AVAILABLE -
    Includes one complimentary registration
  • Register on or before March 14, 2018
  • Register on or before March 14, 2018
  • ONE AVAILABLE -
    Includes two complimentary registrations
  • Register on or after March 15, 2018
  • Register on or after March 15, 2018
  • Includes one complimentary registration

Register

The Who, What, and When of Planned Gifts

Thank you to our Special Gold Sponsor


Topics to include:
  • Professionals working together to achieve donor goals
  • Specific language for gift agreements
  • When is a gift mature?

Agenda
12:00 pm   Registration, Networking & Lunch
12:20 pm   Welcome & Announcements
12:30 pm   Presentation 
1:30 pm     Program Adjourns


Moderator
Aquanetta Betts
Principal
Law Office of Aquanetta J. Betts;

Board member, Chesapeake Planned Giving Council



Panelists

Eric Brotman, CFP
President & Mana
gement Principal
Brotman Financial Group, Inc.


Eric D. Brotman, CFP, AEP, CPWA is President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution.  Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners.  Mr. Brotman’s clients enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists.

Elizabeth E. Green, Esq.

Pessin Katz Law, P.A.

Elizabeth Green is a Member in PK Law’s Wealth Preservation Department. Ms. Green advises individuals and families on basic to sophisticated estate planning.  She works closely with her clients in preparing the necessary documents including wills, powers of attorney, healthcare directives and various forms of trusts to ensure her clients’ estate planning needs and wishes are achieved. Her depth of knowledge in estate planning, tax and charitable planning combined with the compassion she extends is greatly appreciated by her clients who are often in crisis and in desperate need of guidance.  Ms. Green has assisted many clients in addressing the unique issues surrounding disabled and elderly family members; the difficult process of handling the affairs of a deceased family member or close friend; and business owners with succession planning, mergers and acquisitions, financing and day-to-day business concerns.


Sponsorship Opportunities
Silver Sponsor $500
  • Exhibit Table and one complimentary registration to the specific event sponsored.
  • Recognition as a Silver Sponsor form the podium.
  • Listed as an event Silver Sponsor with logo and hyperlink in the event promotion.
  • Post-event attendee list.

Event Sponsor (TWO AVAILABLE) $300

  • Exhibit Table and one complimentary registration.
  • Recognition form the podium as an event sponsor.
  • Listed as an Event Sponsor with logo and hyperlink in event promotion.



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