You're Invited!!

You're Invited!!

Group News posted in on 19 September 2017| comments
audience: Community Foundation for Greater Atlanta | last updated: 19 September 2017
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Advanced Charitable Brainteasers:
A Case Study Approach


Presented by Bryan K. Clontz, founder and president of Charitable Solutions, LLC

Tuesday, October 17, 2017
7:30 - 9:30 a.m.

Cherokee Town and Country Club
155 West Paces Ferry Road NW
Atlanta, GA 30305
 
Join the Community Foundation for Greater Atlanta and Bryan Clontz for breakfast, coffee and philanthropic learning. As more clients seek tax-effective ways to manage and distribute their wealth, it’s increasingly important to offer charitable and estate planning recommendations that match their individual needs. In this highly interactive session, Bryan will share distinct community foundation case studies that include complex charitable and estate planning dilemmas and solutions. He’ll present a cross-disciplinary approach touching on legal, tax, investment, insurance and financial planning techniques unique to each charitable case. Attendees will be able to offer charitable solutions that they can readily employ with clients.

Reserve your seat today!
 
RSVP to Kasey Brinson at kbrinson@cfgreateratlanta.org or 404.526.1132.

Speaker: 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. He has given more than 2,000 presentations on charitable gift planning; been published in an international insurance textbook; and written more than three dozen articles in financial services and planned giving journals.

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Contact

Community Foundation for Greater Atlanta
191 Peachtree Street, NE Suite 1000
Atlanta, GA 30303
United States
Phone: 1 404-688-5525
Fax: 1 404-688-3060

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