| Inland Empire Planned Giving Roundtable |
Next Meeting information
Luncheon Meeting
Date:
Thursday, July 15, 2010
Time:
11:45am - Registration and Networking
Noon – 1:30pm - Lunch and Program
Location:
Redlands Community Hospital
Weisser Education Pavilion
350 Terracina Blvd., Redlands
IE-PGRT and AFP Members $20.00 – Non-Members $25.00
REGISTER by emailing susan.kean@verizon.net by March 15th!
Please bring check with you to pay at the door!
Topic:
"Relationship is King"
How to build and keep strong business relationships.
Paul Glowienke, MBA.
Paul is a Financial Advisor with Northwestern Mutual in their Newport Beach
Office. As a seasoned professional with multi industry experience Paul has
a broad understanding of business practices and the client relationship.
He professional goal is to work with his clients to understand their unique
vision for the future. He then helps them shape their financial plan to
attain the best possible outcome. In all situations he makes those
recommendations based on what he would recommend for himself and his
family if he was faced with a similar situation for them.
Paul works closely with many charities in Orange County, providing advice to
The Ocean Institute, Tiger Woods Learning Center, Children's Hospital of
Orange County, California State University, Long Beach and other
organizations on appropriate gift strategies and financial management
procedures. He feels strongly that our children are tomorrow's leaders.
Anything he can do to help will make a difference.
The Northwestern Mutual Foundation awarded Paul Glowienke their 2009
Community Service Award for his dedication to helping the kids at the Tiger
Woods Learning Center in Anaheim, CA. Paul was one of 25 awardees in the
nation. He presented the $10,000 donation check to the Learning Center in
August, 2009.
Upcoming Meetings:
Thursday, July 15, 2010
Thursday, September 16, 2010 - Lynda S. Moerschbaecher, Esq.
Thursday, November 18, 2010 - Lanston E. Elred, Esq.
Friday, January, 28, 2011 - Jane Peebles, Attorney
Luncheon Meeting
Date:
Thursday, July 15, 2010
Time:
11:45am - Registration and Networking
Noon – 1:30pm - Lunch and Program
Location:
Redlands Community Hospital
Weisser Education Pavilion
350 Terracina Blvd., Redlands
IE-PGRT and AFP Members $20.00 – Non-Members $25.00
REGISTER by emailing susan.kean@verizon.net by March 15th!
Please bring check with you to pay at the door!
Topic:
"Relationship is King"
How to build and keep strong business relationships.
Paul Glowienke, MBA.
Paul is a Financial Advisor with Northwestern Mutual in their Newport Beach
Office. As a seasoned professional with multi industry experience Paul has
a broad understanding of business practices and the client relationship.
He professional goal is to work with his clients to understand their unique
vision for the future. He then helps them shape their financial plan to
attain the best possible outcome. In all situations he makes those
recommendations based on what he would recommend for himself and his
family if he was faced with a similar situation for them.
Paul works closely with many charities in Orange County, providing advice to
The Ocean Institute, Tiger Woods Learning Center, Children's Hospital of
Orange County, California State University, Long Beach and other
organizations on appropriate gift strategies and financial management
procedures. He feels strongly that our children are tomorrow's leaders.
Anything he can do to help will make a difference.
The Northwestern Mutual Foundation awarded Paul Glowienke their 2009
Community Service Award for his dedication to helping the kids at the Tiger
Woods Learning Center in Anaheim, CA. Paul was one of 25 awardees in the
nation. He presented the $10,000 donation check to the Learning Center in
August, 2009.
Upcoming Meetings:
Thursday, July 15, 2010
Thursday, September 16, 2010 - Lynda S. Moerschbaecher, Esq.
Thursday, November 18, 2010 - Lanston E. Elred, Esq.
Friday, January, 28, 2011 - Jane Peebles, Attorney
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