Guiding Clients in Philanthropic Giving
Charitable Planning with Non-cash Assets
Donor Advised Funds: The Swiss Army Knife of Gift Planning
Charitable Planning Under the New Tax Laws
With Nationally-Acclaimed Speaker
Bryan K. Clontz, PhD, CFP, CLU, ChFC, CAP, AEP, RICP
Charitable Solutions, LLC
Thursday, August 23, 2018
1:00pm - 1:30pm Registration
1:30pm - 5:00pm Program
5:00pm - 7:00pm Mix & Mingle with the Expert
The Paramount Room
Historic Calcasieu Marine National Bank
844 Ryan Street | Lake Charles, Louisiana
Registration Fee - $50
This program is for attorneys, accountants & financial advisors.
Approved CLE of 3.5 hours (J.D.) includes 1 hour of Ethics
Approved Estate Planning & Administration Specialization credit of 3.5 hours
Approved Tax Law Specialization credit of 3.5 hours
Approved CPE of 3.5 hours (CFP)
CPE documentation for CPAs provided at seminar.
Bryan K. Clontz is 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 received his bachelor of science in business administration from the College of Charleston, his master's degree in risk management and insurance from Georgia State University, master's degree in financial services and Ph.D. in financial and retirement planning from The American College of Financial Services.
Mr. Clontz also serves as a Senior Partner to Ekstrom, Alley, Clontz & Associates; founder of the Dechomai Foundation, Inc. and the Dechomiai Asset Trust; and founder of The Emergency Assistance Foundation, Inc.
Questions? Please call Debra Vaughan at 337.491.6688 or email firstname.lastname@example.org.