Professional Advisor Planned Giving Workshop With Bryan Clontz
Planned giving has the potential to positively impact your clients’ financial and charitable plans while helping the Valley for years to come.
Join us to learn ways to enhance your practice through a dynamic presentation by Bryan Clontz.
Get to know others advisors in similar fields who are committed to providing their clients with trustworthy service and the ability to make responsible referrals when necessary.
Our plan is to hold Valley Professional Advisor Network events twice annually for advisors serving the Valley, featuring engaging presentations from industry experts, CPE credits and a continued opportunity to network with your colleagues throughout the region.
Tuesday, December 12, 2017
5:00 p.m. Bar Opens
5:30 p.m. Program Begins
Networking and holiday social to follow
Hyatt House Shelton
830 Bridgeport Ave.
Shelton, CT 06484
CPE credits available
RSVP required by December 7
Heavy hors d'oeuvres and refreshments provided
About Bryan Clontz
Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP
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.