Partnering with DuPage Foundation
MCLE, CFP and CPE credits are approved for this session (up to 2 hrs).
Speaker: Bryan K. Clontz, PhD, CFP, CAP - Charitable Solutions, LLC
Topic: The Top Charitable Trends Every Advisor Should Know & Winning Gift Strategies: A Case Study Approach
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 10:00 a.m.
**This is a 2 hour presentation. Session I ends at 9 am and Session II ends at 10 am**
Presentation Overview:
As clients and donors seek tax-effective ways to manage and distribute their wealth, it is increasingly important to offer charitable and estate planning solutions that match their unique needs and interests.
Renowned charitable planning expert Bryan Clontz will present a lively-two part program in which he will discuss the latest trends in philanthropy, highlight what every advisor must know about philanthropy to serve their clients effectively, and share winning strategies that you can employ to solve your clients’ challenges and maximize their tax savings and charitable impact.
During the first hour, Bryan will concentrate on the latest charitable trends and must-know gift strategies, and then preview a few key case studies. In the second hour, he will guide advisors through a deeper dive of specific strategies via case studies that address complex charitable and estate planning dilemmas and their corresponding solutions. Bryan’s cross-disciplinary approach will include legal, tax, investment, insurance and financial planning techniques unique to each charitable case. Attendees will leave armed with several charitable solutions that they can readily employ to aid their clients.
Speaker Biography:
Bryan K. Clontz, PhD, CFP®, CAP®, AEP®, RICP®
Bryan Clontz, Ph.D, CFP®, CAP®, is a planned giving expert who specializes in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and life insurance appraisals/audits. He has given more than 2,000 presentations on charitable gift planning and community foundation topics and has worked with more than 250 community foundations. Read more about Bryan.
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