We look forward to seeing nonprofits and advisors at our upcoming events!
23may8:00 am12:00 pmAdvisors: Charitable Trends and Planning Strategies Every Advisor Should Know for 20238 a.m. - 12 p.m. | A Free Continuing Education Event for Certified Financial Planners, CPAs, CTFAs and Attorneys
Bryan Clontz, Ph.D., CFP, CLU, ChFC, CAP, RICP, CBP, CHSNC, AEP Distinguished
Charitable Solutions, LLC Jacksonville, Florida
Russell James III, Ph.D., JD, CFP,
Texas Tech University, Lubbock, Texas