Membership Meetings

Friday, July 19
7:30 a.m. – 10:00  a.m.

Multnomah Athletic Club
1849 SW Salmon Street
Portland, OR 97205

7:30 to 8:00 a.m. Continental Breakfast and Networking
8:00 to 8:15 a.m.  Business Meeting
8:15 to 9:30 a.m. US Trust High Net Worth Study

Our Speaker: Ramsay H. Slugg, is the Managing Director, National Wealth Planning Strategies Group at U.S. Trust. Previously, he was the National Practice Director of Bank of America’s Philanthropic Management group. He has also served as the Central Region Director of the Bank’s Charitable Management Services Group, and the Central Region Director of the Wealth Management Consulting Group.

2019 NWPGRT MEMBERSHIP MEETINGS

 

Friday, November 15:  Michael Hutney from The Stelter Company will speak about marketing and planned giving