Charitable Trends and Planning Strategies Every Advisor Should Know for 2023

Welcome! We’re so glad you’ve joined us for this special event. Please see below for biographies and presentations of our two speakers.

Guest Speakers and Presentations:

The Top 10 Charitable Trends Every Charitable Advisor and Donor Should Know in 2023

Bryan Clontz, Ph.D., CFP, CLU, ChFC, CAP, RICP, CBP, CHSNC, AEP Distinguished
Charitable Solutions, LLC Jacksonville, Florida

Top 10 Charitable Planning Strategies in 2023

Russell James III, Ph.D., JD, CFP,
Texas Tech University, Lubbock, Texas