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

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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 and CFP 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.

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 »

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)

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

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Bryan Clontz Event - Professional Advisors
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