Providing Informed Guidance In The Creation, Conservation And Distribution Of Estates.
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Charitable Giving

  • June 05, 2019
  • 7:15 AM - 10:15 AM (CDT)
  • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523

Registration

  • Please note that guests may attend two meetings per lifetime, and then must join as members.
  • Sponsors receive one complimentary breakfast.  Other members of your group can attend at $35 per guest. - Code Required

Register

Partnering with DuPage Foundation

Speaker: Bryan Clontz, CFP, Charitable Solutions, LLC
Topic: Charitable Giving

Presentation Overview:  TBA

Speaker Biography:

Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®
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 audits, emergency assistance funds and life insurance appraisals/audits.

He has given more than 2,000 presentations on charitable gift planning; been published in an international insurance textbook; and written more than two dozen articles in financial services and planned giving journals, including a planned giving manual entitled Just Add Water, which has sold more than 2,500 copies. Bryan chaired the inaugural statewide Leave a Legacy Georgia! campaign. He is the co-inventor of a proprietary CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite) based on an actuarial study he co-authored for the Society of Actuaries on CGA Mortality.

Thank you to our sponsor


Additional Details:

- Networking begins at 7:15 a.m.
- Breakfast served at 7:30 a.m.
- Speaker Presentation at 8:00 a.m.
- Meeting concludes at 9:00 a.m.

DuPage County Estate Planning Council | 1018 W. Madison, Ste. 9, Chicago, IL 60607
Tel.  708.338.0760 | dpcepc@navandassoc.com

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