When

Thursday, August 1, 2019 from 7:00 AM to 9:00 AM PDT
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Where

Tustin Ranch Golf Club

12442 Tustin Ranch Road
Doral Room
Tustin, CA 92782

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Driving Directions

Contact

Gail James Clarke
Planned Giving Round Table of Orange County
(866) 921-6440
gjmgmt@yahoo.com
Philip Barker
Susan Berkman
Devon Dougherty
John Eumurian
Megan Guzman
Deb Johnson
Annette Kashiwabara
Arlin Penner

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Philip Barker
Susan Berkman
Devon Dougherty
John Eumurian
Megan Guzman
Deb Johnson
Annette Kashiwabara
Arlin Penner

Life Insurance and its Appropriate Uses

This presentation will be a basic Life Insurance 101 format and touch on disability waivers, long term care riders, how to file a claim, viatical settlements and how they can be used for charitable purposes, How to use the Death Benefit funds and the importance of having a gift agreement attached to the beneficiary designation, and more!

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  • Fee

    Type Fee
    No Charge
    $25.00
    $35.00
    $65.00

Guest Information

You may add a maximum of 8

Breakfast Buffet

  • Our hot breakfast buffet includes: scrambled eggs, bacon or sausage, breakfast potatoes, fruit display, oatmeal, french toast or pancakes; coffee and hot tea.

Membership

Item Qty. Max Limit Price

Member Season Pass

Prepayment for (6) six breakfast meetings. A $30 savings!

5 $180.00 each

NEW Member Season Pass

Includes: Annual local membership for 1-year + season pass for (6) six meetings.

1 $380.00 each

PGRTOC Membership

Includes: Annual membership in the local (PGRTOC) Council.

1 $200.00 each

PGRTOC and PPP National Membership

Includes: Annual membership in both the local (PGRTOC) and national (PPP) Councils.

1 $350.00 each

Corporate Membership

Includes: Receive one full annual membership in the Planned Giving Roundtable of Orange County and two additional at large memberships that you can use to brings individuals from your organization to a breakfast meeting at the member rate.

1 $500.00 each

Breakfast Meeting Sponsorship

Includes: Prominent listing on front page of monthly meeting e-vite; Listing (logo and link) on PGRTOC website for 3 months (incl. month of sponsorship, 1 month prior to and 1 month after); 6-ft draped display table in meeting room with opportunity to display marketing materials during month sponsored; Opportunity to speak about your company program for 2 minutes at sponsored meeting; One complimentary breakfast (others attending from your organization @ $35 each; reservation required).

1 $350.00 each

Meeting Sponsor Guest

Registration Fee for breakfast.

1 $35.00 each
$9,999.99

Payment

Payment Method

  • Please make check payable to:
    Planned Giving Round Table of Orange County
    1442 E. Lincoln Avenue
    PMB 441
    Orange, CA 92124

Payment Summary

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