Professional Advisor Workshop

Join us for a professional advisor workshop over breakfast where you will receive CPE credits and learn how to discuss your clients’ charitable ambitions with nationally recognized planned giving expert, Bryan Clontz. 

Tuesday, September 12, 2017

8:00 a.m. – 10:00 a.m.

The Shelton Room at Vazzy's Cucina
706 Bridgeport Ave. Shelton, CT 06484 

RSVP by September 7th
Breakfast will be provided.
CPE credits available.
   

Register Here

About Bryan Clontz

Bryan is the founder and President of Charitable Solutions, LLC, specializing in noncash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management audits, emergency assistance funds and life insurance appraisals/audits. Bryan is nationally recognized for having extensive experience in planned giving consulting, charitable gift annuities, non-cash asset receipt disposition, donor advised funds and emergency assistance funds.






Address

253-A Elizabeth Street
Derby, Connecticut 06418
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Contact

203-751-9162
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