Join us for a free continuing education event
Bryan Clontz will present
Top 10 Charitable Trends Every Advisor Should Know in 2018
Where
Automobile Gallery
400 S Adams St
Green Bay, WI 54301
Contact
Annie Dart
Greater Green Bay Community Foundation
920-432-0800
anniedart@ggbcf.org
Bryan’s dynamic and colorful presentation style will keep your attention as he provides insight on trends that have changed the charitable planning landscape. This 2.0 CE credit seminar is hosted by the Greater Green Bay Community Foundation and sponsored by The Estate Planning Council
of Northeast Wisconsin.
of Northeast Wisconsin.
Schedule:
3:00 - 5:00pm Presentation
5:00 - 6:00pm Social
Continuing Education Credits:
2.0 CLE credits have been applied for to the Wisconsin Board of Bar Examiner
2.0 CFP credits have been applied for to the CFP Board
2.0 CTFA credits have been applied for to the Institute of Certified Bankers
2.0 CPE credits available
About Bryan Clontz
Bryan Clontz has extensive experience in planned giving consulting, charitable gift annuities, non-cash asset receipt/disposition and donor advised funds. Bryan is the president and co-founder of Charitable Solutions, LLC. He has served as a top planned giving officer for several large nonprofits and has given hundreds of presentations on financial planning and planned giving around the country. He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and serves as a guest columnist on charitable tax issues for Forbes.
Bryan Clontz has extensive experience in planned giving consulting, charitable gift annuities, non-cash asset receipt/disposition and donor advised funds. Bryan is the president and co-founder of Charitable Solutions, LLC. He has served as a top planned giving officer for several large nonprofits and has given hundreds of presentations on financial planning and planned giving around the country. He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and serves as a guest columnist on charitable tax issues for Forbes.
Event Sponsor
Estate Planning Council
of Northeast Wisconsin