Central Ohio Planned Giving Council

The Central Ohio Planned Giving Council (COPGC) is an association of not-for-profit planned giving professionals and those from the

allied professions (i.e. legal, banking, insurance, accounting) involved in developing, marketing and administering planned charitable gifts.

The Central Ohio Planned Giving Council is a local chapter of the Partnership for Philanthropic Planning (formerly National Committee on Planned Giving) headquartered in Indianapolis, Indiana.

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COPGC Monthly Lunch Meeting

Wednesday February 1, 2012

Reflections: A Career in Financial Planning and Planned Giving

Presenter: Larry Waller, Waller Financial Planning Group

Larry Waller, a longtime COPGC member and the recently retired founder and CEO of Waller Financial Planning Group, will reflect on his 40-plus years as a financial planner, including changes in his field during his career and his work with many charitably inclined clients.

11:30-Noon Registration

Noon-1:15PM Lunch and Program

Location

Scioto Country Club, 2196 Riverside Drive, Columbus, Ohio

Cost

No Charge for COPGC Members;$30 Guests Buffet lunch provided

Please remember that if you RSVP we will order a lunch for you...should you not attend, you will be invoiced.

RSVP Deadline is Noon, Friday, January 27

To RSVP, you may either email copgc@cs.com or call our RSVP hotline at 614-572-0956

Central Ohio Planned Giving Council

www.copgc.com
Post Office Box 20129, Columbus, Ohio 43220-0129
614-572-0956

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We invite you to join our chapter, participate in our educational programs and network with other planned giving professionals.