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PG Calc Webinar Series


Thursday, May 20, 2021 PG Calc Webinar Series: State Regulations of CGAs: From Simple to Downright Complex
Webinar & Discussion: 2:30 PM - 4:00 PM

Presenter: Edie Matulka, Senior Consultant, PG Calc

Sponsored By:
The San Diego Foundation
Location: Webinars offered via Zoom

Link will be provided upon registration

San Diego Planned Giving Partnership is proud to host a valuable resource for our community: PG Calc Webinars. We are excited to partner with our sponsor for this webinar series, The San Diego Foundation, to bring you this valuable educational opportunity.

Please join us for our next webinar in our series and a discussion afterwards on State Regulations of CGAs: From Simple to Downright Complex.

The requirements for becoming compliant and maintaining compliance to issue gift annuities vary considerably among the states. In this webinar, we’ll take a look at the different levels of regulation, what to consider before venturing into a particular state, and what you need to know once you’re in. The focus will be on a practical approach, highlighting key steps in the registration process and offering advice on how to stay on top of ongoing obligations.

Cost:
$10 for SDPGP Members-with advance reservation
$15 for non-members--with advance reservation

Advance Registration Now Open!






For more information about the event please contact us.

We hope you can join us!

The San Diego Planned Giving Partnership