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Power of Planned Giving: Top 10 Charitable Trends Every Advisor Should Know in 2024

Start Date: May 21, 2024
End Date: May 21, 2024
Time: 11:00 am - 12:45 pm PST
Join us for the Power of Planned Giving Professional Advisor Series. This free, two-part series begins with Top Ten Charitable Trends Every Advisor Should Know in 2024.

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.

This webinar qualifies for 100 minutes of continued education credits.

Join us on June 27 for Charitable Planning with Non-Cash Assets: A Case Study Approach, the second part of the free Power of Planned Giving Professional Advisors Series.
Event Location: Zoom Webinar
Register and you could win a $500 grant awarded to your favorite nonprofit! All participants must be present at the webinar to qualify. Two chances to enter per event!
  • Register by 5/14 for one entry.
  • Refer a friend to join the webinar. At registration, if the friend provides your name in the registration questionnaire, you will receive an additional entry.

Speaker: Bryan Clontz

Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC® 

 

Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds as well as business, virtual currency and life insurance appraisals/audits.

 

We extend our appreciation to our event sponsors

 

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