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.


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