"Top Ten Charitable Trends Every Advisor Should Know in 2020"
Date: Tuesday, May 12, 2020
Time: 11:45am - 1:30pm
Location: Live Seminar
Speaker: Bryan Clontz
EPC of Naples Speaker Event in conjunction with the Community Foundation of Collier County will be hosting a
LIVE ZOOM SEMINAR
with CE Credits - 2 CFP and 2 CLE
Bryan Clontz
"Top Ten Charitable Trends Every Advisor Should Know in 2020".
These top 10 trends have completely changed the charitable planning landscape. What are the hot vehicles and assets right now? How will demographics change charitable planning? What kind of grade should advisors get in working with clients on charitable plans? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered.
Join Zoom Meeting
May 12th before 11:45 start time
Meeting ID: 932 4220 0406
Password: 025939
Related Document(s):
