Insights for Professional Advisors
Date and time
Location
The Fort Worth Club
306 West 7th Street Fort Worth, TX 76102Description
Join us for breakfast followed by a special presentation titled "Top 7 Charitable Trends, Sins and Ethical Conundrums" by Bryan Clontz, President of Charitable Solutions, L.L.C.
As attorneys, CPAs, wealth managers and other professional advisors become more involved with high net worth comprehensive planning, many are directly or indirectly involved with charitable planning. Attendees for this interactive session will learn about charitable planning trends and sins as well as 3 real-world charitable ethical cases studies.
1 hour of CLE and CPE credit available.
Click here to learn more about resources for professional advisors and their clients offered by the Community Foundation.
Organized by
North Texas Community Foundation drives meaningful change through charitable investment. NTCF helps donors meet the needs of our community by providing tax-efficient strategies to support the causes they care about most. We partner with industry experts and leaders to bring you the best strategies to maximize your gift and the good it can do.