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| September 10, 2008 | 09-10-2008 |
Location : Radisson Hotel, Boston |
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11:00a.m. – Noon Nuts and Bolts Program: "Life Insurance and Charitable Giving- Uses, Abuses, Peanuts and Shells"
Charlie Ratner, Ernst and Young
Mr. Ratner will discuss current trends in the use of life insurance as it relates to charitable gift planning. His talk will include charitable premium financing programs, life insurance product design and suggestions for institutional policy acceptance guidelines.
Mr. Ratner is the National Director of Personal Insurance Counseling for Ernst & Young LLP. Since joining the firm in 1989, he has been providing life insurance consulting services to corporations, financial institutions, charitable institutions and individuals as well as estate and business succession planning services to closely held companies. He is an attorney, a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). He is Vice Chair of the Editorial Advisory Board of Trusts & Estates magazine and Chair of its Insurance Committee. Mr. Ratner was recently selected to receive the National Association of Estate Planners & Councils’ Distinguished Accredited Estate Planner award and designation.
12:15 – 1:00p.m. Luncheon Program:
Ilisa Hurowitz, Marts & Lundy |
| October 8, 2008 | 10-08-2008 |
Location : Radisson Hotel, Boston |
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Save the date for this program! More details will be available soon. |
| November 12, 2008 | 11-12-2008 |
Location : Radisson Hotel, Boston |
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Save the date for this program! More details will be available soon. |
| December 10, 2008 | 12-10-2008 |
Location : Radisson Hotel, Boston |
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Save the date for this program! More details will be available soon. |
| January 14, 2009 | 01-14-2009 |
Location : Radisson Hotel, Boston |
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Save the date for this program! More details will be available soon. |
| February 11, 2009 | 02-11-2009 |
Location : Radisson Hotel, Boston |
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Save the date for this program! More details will be available soon. |
| March 11, 2009 | 03-11-2009 |
Location : Radisson Hotel, Boston |
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Save the date for this program! More details will be available soon. |
| April 8, 2009 | 04-08-2009 |
Location : Radisson Hotel, Boston |
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Save the date for this program! More details will be available soon. |
| All-Day Conference | 05-13-2009 |
Location : Radisson Hotel, Boston |
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Save the date for this program! More details will be available soon. |
PGGNE SNOW POLICY: PGGNE meetings are only cancelled if the Mayor or Governor has declared a state of emergency in Boston. If the meeting is cancelled an alert will be posted on the website (www.pggne.org) and the PGGNE office will record a voicemail message at 781-647-4343.
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