UPGRT May 2025 Workshop

When
21 May 2025
11:45 AM - 1:00 PM
Location
75 S 200 E, Salt Lake City, UT - The Wasatch Retreat & Conference Center at The Episcopal Church Center of Utah
Spaces left
37
Registered
13 registrants

Registration

Check In - Current UPGRT Members
Event registration for existing UPGRT Members Only.
Additional Lunch Surcharge not included.
Guests - One-Time Event Access – $20.00
Join us for lunch and an engaging presentation with networking networking opportunities. Lunch Surcharge not included

Myth Busters!

We're excited to bring back a favorite for our upcoming May meeting:

Myth Busters - Charitable Estate Planning Edition.

This session will tackle some of the most common myths and misconceptions in the world of planned giving. With insights from our panel of experts, we'll break down these misunderstandings and explore real-world experiences that challenge conventional wisdom.

What to expect:

An open, engaging discussion with fellow professionals
Insightful commentary on what works - and what doesn't - in charitable planning
A chance to share your own experiences, stories, and "myths you've busted" in your practice

Please come prepared with examples or questions you've encountered around charitable estate giving. We're looking forward to a lively, thoughtful exchange.