Featured Members
 
 
Jane Alessandrini
Laura Clark Brown
Eric Haven
Tom Scholler
 
 
 

 

 

Welcome to PGRTSEM

The Planned Giving Roundtable of Southeast Michigan (PGRT) serves the needs of professionals who assist individuals in estate, charitable, and financial planning.

The PGRT offers educational programs, networking and support to help professionals better serve the needs of their donors/clients.

Take a moment to learn more about the PGRT!

Welcome New Members

  • Susan Hammersmith, Canterbury on the Lake
  • Laura Peek, Michigan State University

News & Annoucements

  • You can still be involved with your dearest philanthropic cause without having to get up from the couch. Interested? Check out these easy ways to donate without having to leave your house.

  • The usual “Thank you,” is a wonderful way to show how much you appreciate others, but sometimes it can be fun to be a little more imaginative.

  • Back-to-school season can be exciting, challenging and—with kids—frustrating. You can take advantage of this time to grow and live a positive lifestyle by getting involved in local schools’ philanthropy.

Upcoming Events

  • Joint Mtg. with Financial & Estate Planning Council of Metro Detroit

    Tuesday, September 27, 2016 5:30 pm - 8:30 pm
    Location: Orchard Lake Country Club
    5000 W. Shore Drive
    Orchard Lake, MI 48324
    Description: What Do These 3 Questions Have to Do with Retirement Planning?
    Who will change my lights bulbs? * How will I get an ice cream cone? * Who will I have lunch with?

    Retirement seems distant compared to daily dilemmas vying for our attention. But MIT AgeLab developed three simple questions to make retirement planning more manageable with a common-sense, thought-provoking place to start planning. John's prsentation will focus on the social-psychological aspects of retirement.

    Presented by: John D. Diehl, CFP, CLU,ChFC, Senior Vice President, Hartford Funds

    ********SPOUSES/GUEST NIGHT********

    Agenda: 5:30 PM Complimentary Cocktails (PLUS: Music Presented by Terry Altman, FEPCMD Past President)
    6:30 PM Presentation
    7:30PM Dinner

    Cost: $60 per person -- register by Sept 16th.
    Registrations received after 9/16 will cost $85.00 per person.

    Print attached invitation for details on how to register directly with the FEPCMD.
    Contact Information:
    FEPCMD
    (313)530-9223


The Planned Giving Roundtable of Southeast Michigan (PGRTSEM) is a 501(c)(3) nonprofit organization.