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  • Field Trip: The Phoenix Zoo: Exploring Planned Gift Advisory Committees

Field Trip: The Phoenix Zoo: Exploring Planned Gift Advisory Committees

  • Wednesday, January 24, 2018
  • 4:00 PM - 6:00 PM
  • The Phoenix Zoo: 455 N Galvin Pkwy Phoenix AZ


  • Timely RSVP deadline is generally the Friday prior to the meeting.

Registration is closed

Your Lifelong Learning Committee brings you


A Professional Field Trip to the Phoenix Zoo


Field Trip Description:
In addition to meeting the new animals and seeing the new capital projects funded by grateful planned gift donors, come and meet the professional team of  volunteer legal, tax, and financial advisors - the Zoo's planned gift advisory committee.  
By speaking 1:1 during the networking reception, you can learn how this team made legacy giving happen in meaningful ways for the Zoo and how the Zoo has made their professional lives richer and more meaningful.
As the essential hub our financial planning community, this field trip offers our members and potential members an opportunity to come together affordably in an amazing Arizona attraction.  
You can:
  • Discover how a planned gift advisory committee works, and why you might want to explore something like this in your professional future with a cause close to your heart.  
  • Meet a new group of exceptionally talented and dedicated professionals - expand your network. 

Registration opens: 3:30pm

Train Tour:  4:00pm

Reception:  5:00pm

Adjourn:  6:00pm

of Greater Phoenix

Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

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