"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


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):

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