The Planned Giving Round Table (PGRT)

PGRT brings together professionals from a variety of disciplines who may, at various times, be involved in some aspect of a planned gift to charity. Participants have the opportunity to network, hear from nationally-recognized planned giving and financial experts and enhance their skills by incorporating charitable planning techniques in clients’ tax, financial and estate planning.

Learn more our Planned Giving Round Table (PGRT) for Young Professionals


The Wealth Transfer Failure Problem

Presenter: Shawn Barberis, Esq. CEO & Founder More Than Money 360 (MTM360)

Wealth transfer failure is a generations old epidemic. During this presentation, Shawn Barberis will define the six reasons wealth transfers continue to fail at an alarming rate, the definition of “fail” and its impact on multiple generational families, and how advisors can help families mitigate this risk in order to achieve unity.

Tuesday, February 11 | 8:00 a.m. Networking & Breakfast, 8:30 a.m. Program
The Suburban Club
7600 Park Heights Ave

Cost: $25 in advance | $30 at the door

This PGRT program is eligible for 1 hour of Continuing Education (CE) credits for accountants and certified financial planners.

Questions? Contact Jacqueline Yahr at or 410-369-9248.

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PGRT - The Wealth Transfer Failure Problem
Featuring Shawn Barberis, Esq., CEO & Founder ASPIDA360
Tuesday, February 11, 2020 at 8:00 AM
Registrant Info: 1 $25.00 ea.


Federal Tax Update
Wednesday, June 3 at 8:00 a.m. | Suburban Club
Presenter: Charles D. “Skip” Fox, IV, Esq., Partner, McGuireWoods

PGRT Gold Sponsor


PGRT Silver Sponsors

Naiman May & Associates, PK Law, Tucker & Meltzer

Disclaimer: Your attendance at this event releases rights to The Associated and its programs and agencies to use your image captured by a photographer and/or film maker in print as well as electronic media, including, but not limited to: brochures, advertisements, annual reports, websites and other materials used to promote Associated and constituent agency programs to the community.


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