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• UPGRT May 2021 Workshop

  • When
    12 May 2021
  •  
    12:00 PM - 1:00 PM (MDT)
  • Location
    Zoom Video Workshop
  • Spaces left
    45
  • Registered
    5 registrants

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  Making taxes work for you and your donors - Biden Tax Proposals

  Lynn Evans, Senior Fiduciary Advisory Specialist will be joined by his colleagues Josh Rogers, a Wealth Planning Strategist, and Brook Kramer, a Philanthropic Specialist from the Wells Fargo Private Bank.

  Lynn will moderate this panel discussion and provide an update on the current tax proposals before Congress, and discuss ways to approach planned giving discussions in a changing tax environment.

  
  

  A link to the Zoom event will be sent a couple days before the event.

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• UPGRT September 2021 Workshop

  • When
    15 Sep 2021
  •  
    11:45 AM - 1:00 PM (MDT)
  • Location
    The Wasatch Retreat & Conference Center​, 75 S 200 E, Salt Lake City, UT
  • Spaces left
    50

  Planned Giving 101 in conjunction with AFP

  
  

  More info to come...

  
  

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• UPGRT November 2021 Workshop

  • When
    10 Nov 2021
  •  
    11:45 AM - 1:00 PM (MST)
  • Location
    The Wasatch Retreat & Conference Center​, 75 S 200 E, Salt Lake City, UT
  • Spaces left
    50

  More info to come...

  
  

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