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  2. PGM Anywhere and Charitable Remainder Trusts (09/26) Recordings and Handouts

PGM Anywhere and Charitable Remainder Trusts (09/26) Recordings and Handouts

Thank you for your participation in our September 2026 PGM Anywhere and Charitable Remainder Trusts Online Training. We try to make the recordings and slides available within 48 hours of each class, and they will remain available for 60 days after the last class.

To run the Presentations, click the Recording link below. 

Simply click on the Slides from any date to view them.

If you have any questions, please reach out to Doug Nannene at 888-474-2252 or support@pgcalc.com

Title:
Event Date:
Presenter:
Handouts
Day 1 (9.9.26) Slides - What is a CRT and what are the 4 big questions?1.82 MB
Day 2 (9.16.26) Slides - CRTs v CGAs / CRT Taxation / CRT Illustrations1.13 MB
Day 3 (9/23/26) Slides - Net Income CRT / Flip CRUT / Modelling Flip CRUT w Illiquid Assets1.29 MB
Day 4 (9/30/26) Slides - Retirement Flip CRUT / Testamentary CRUT (funded with retirement assets) / Trust Severance1.44 MB
Session Replay/Recording
Day 1 (9/9/26) Class Recording119.49 MB
Day 2 (9/16/26) Class Recording224.86 MB
Day 3 (9/23/26) Class Recording135.08 MB
Day 4 (9/30/26) Class Recording147.42 MB

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Phone: 888-497-4970
info@pgcalc.com

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