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