Advanced Charitable Brainteasers - A Case Study Approach
EPC of Naples Speaker Event in conjunction with the Community Foundation of Collier County will be held at the Vineyards Country Club on May 12, 2020.
Bryan Clontz will be speaking on the topic, "Advanced Charitable Brainteasers - A Case Study Approach".
“As clients and donors seek tax-effective ways to manage and distribute their wealth, it’s increasingly important to offer charitable and estate planning recommendations that match their individual needs. In this highly interactive session, Bryan will present distinct community foundation case studies that include complex charitable and estate planning dilemmas and solutions. He’ll present a cross-disciplinary approach touching on legal, tax, investment, insurance and financial planning techniques unique to each charitable case. Attendees will be able to offer charitable solutions that they can readily employ with your clients.”
Please RSVP early for this event.
DEADLINE IS HERE FOR DUES!
Call Marsha to make arrangements to keep your membership in ACTIVE status! 239-200-6918