Community Foundation of St Clair County is proud to bring Bryan Clontz, Ph.D., CFP®, CAP®, a national expert on charitable planning, to town for Top Ten Charitable Trends Every Advisor Should Know.
Join us on August 10 for a free 1.5-credit webinar (CFP, CLE, CPA) designed for professional advisors who help clients navigate charitable giving.
Time: 11:30 – 1:30 PM
Location: – Storehouse (in the River Room) – 1005 River Street, Port Huron, MI 48060
Bryan will cover:
• What are the hot charitable vehicles and assets right now?
• How will demographic shifts change charitable planning?
• How well are advisors really doing in this space and what needs to improve?
• How charities and advisors are adapting to universal charitable planning information.
Reserve your spot today and bring practical insights back to your clients.