Limited Seating: Nonprofit and Advisor Events, May 23

We look forward to seeing nonprofits and advisors at our upcoming events!

Register Here:

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

23may1:30 pm3:30 pmNonprofits: Planned Giving & Fundraising Strategies Every Nonprofit Should Know in 20231:30 - 3:30 p.m. | Learn how you can play an essential role in connecting your donors with their philanthropic passions.

Presenters:

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