Every year, CICF brings a nationally known expert to speak on an important topic in estate planning, taxation or charitable giving, as our gift to the professional advisor community.
Sign up to receive our monthly newsletter for professional advisors to be among the first to learn details about this year’s seminar.
Thursday, Nov 10
8 – 11:45 a.m.
at The Montage
8580 Allison Pointe Blvd.
Indianapolis, IN 46250
Bryan Clontz, the nation’s leading expert on charitable gifts of non-cash assets, will headline this year’s professional advisor seminar. As always, this event is free to attend and open to all professional advisors. Attendees are eligible for up to 2.5 hours of continuing education credit. We hope to see you there.
ABOUT OUR PRESENTER
Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He has given more than 2,000 presentations on charitable gift planning and community foundation topics.
More information regarding topic material will be available soon. To register for this seminar, please use the form below.
Please contact Julie Scharlau at JulieSc@cicf.org with any questions regarding seminar registrations.