Top 10 Charitable Trends Every Advisor Should Know in 2023
Date: Thursday, September 7, 2023
Time: 11:30am - 1:30pm
Location: Imperial Golf Club
Speaker: Bryan Clontz, Ph.D, CFP, CAP, AEP
Come join the Estate Planning Council of Naples and Collier Community Foundation for our joint meeting at Imperial Golf Club with Bryan Clontz as our speaker. You won't want to miss this meeting!
Top 10 Charitable Trends Every Advisor Should Know in 2023
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
