Nonprofit and Advisor Events, May 23

We look forward to seeing nonprofits and advisors at our upcoming events! Please let us know if you can no longer make it.


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