Charitable Planning Trends for Professional Advisors

An afternoon of networking and continuing education for attorneys, financial planners, and other advisors who work with clients on charitable giving, with Forbes charitable tax columnist Bryan Clontz

Array ( [] => [link] => Array ( [type] => url [value] => #register [url] => #register [name] => #register [title] => Register [target] => ) [cta_options] => Array ( [] => [icon_location] => left [icon] => Array ( [icon] => caret--down ) [button_color] => Array ( [color] => default ) [button_style] => solid ) )
Register

About the Program

Join us for a free, practical look at the top 10 trends shaping charitable planning right now, led by Forbes charitable tax columnist Bryan Clontz, with CLE, CFP, and CPE credit pending.

Who should attend
Estate planning and elder law attorneys, financial planners, investment advisors, and other professionals who help clients with charitable giving.

Schedule
2:30 – 3:30 p.m. Registration and networking*, with wine, beer, and food
3:30 – 5 p.m. Educational program, Top 10 Charitable Trends Every Advisor Should Know Right Now
5:00 – 5:30 p.m. Networking, with wine, beer, and food

*Community foundation leaders from across Central Indiana will also join this portion of networking.

Cost
There is no cost to attend, but advanced registration is required.

About the program, Top 10 Charitable Trends Every Advisor Should Know Right Now
What are the hot vehicles and assets right now? How will demographics change charitable planning? What kind of grade should advisors get in working with clients on charitable plans? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered.

Continuing education credit
1.5 hr CLE (pending)
1.5 hr CFP® (pending)
1.5 hr CPE (pending)

About the speaker
Bryan Clontz holds a Ph.D. in retirement and financial planning and the CFP®, CLU®, ChFC®, CAP®, and AEP® (Distinguished) designations, among others. He writes a monthly Forbes column on charitable tax issues and has been quoted in the Wall Street Journal, New York Times, Kiplinger’s Personal Finance, and Bloomberg Wealth. He was a partner in a fee-only financial planning firm from 1995 to 2003, taught as a graduate adjunct professor at Georgia State University, and was inducted into the National Association of Estate Planning Councils Hall of Fame in 2022. Learn more »

Why attend
Free education from a nationally recognized speaker, practical guidance you can use with clients right away, and time to connect with peers in the advisor community over food and drinks beforehand.

RSVP
Please RSVP by Monday, November 2. This event is free for all attendees.

Questions? Contact Sarah M. Weaver, General Counsel & Interim Vice President of Giving Strategies, sarahw@cicf.org, (615) 513-3897

Also coming up for professional advisors
On Wednesday, December 2, our partners at the Indianapolis Foundation are presenting The Great Wealth Transfer Is More Than An Economic Event with Sandra Swirski, JD, a political and policy analyst. Sandra will discuss how the shift of wealth between generations is also moving influence and leadership, and what clients will expect from their advisors as a result. She will also share a post-election update on tax, economic, and charitable giving policy. The program runs from 8:30 to 11:15 a.m. at the Broad Ripple Family Center, with CLE, CFP®, and CPE credit. Learn more and register »

Register

Bryan Clontz Event - Professional Advisors
Have you used another email address when interacting with any entity within the Collaborative before (a work email, personal email, alternate email, etc.)? If so, type it in above. We are not storing this email address; we are temporarily referencing this secondary email address to keep our database clean. Entities within the Collaborative include: Central Indiana Community Foundation, Hamilton County Community Foundation, the Indianapolis Foundation, and Women's Foundation of Indiana.
Which category do you most closely align with?
We will do our best to support accommodation requests shared in advance.
By registering for and participating in this program, I understand that photos or videos may be taken during the event and used by the foundation for marketing and promotional purposes, including on social media, websites and in print materials.
Please do not include confidential, privileged, or highly sensitive information, and note that submitted questions may be addressed for general educational purposes only and will not receive legal advice specific to your organization.