ONLINE
7 Deadly Sins of Professional Advisors in Charitable Planning

Bryan Clontz
Charitable Solutions

Thank you to our sponsor

ONLINE: 7:50 am - Announcements, Estate Plan Update and Sponsor message

No later than 8:00 am - Presentation begins.
Please join by 7:50 to ensure you hear the entire program

9:00 am - Adjourn

1.0 MCLE General Credit and 1.0 CFP credit pending. CPA certificates provided.

Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®,  is the President and Founder of Charitable Solutions and has extensive experience in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and cryptocurrency and life insurance appraisals and audits.