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Hosted by The Tampa Bay Estate Planning Council

Education and Inspiration

Although charitable giving is constant, the approaches to it, strategies behind it, and impact of it continually evolves. In this exclusive presentation, learn more about strategic charitable giving and how you can help your clients give in tax-advantaged way while leaving a meaningful legacy on their community.

After the program we will enjoy cocktails and hors d'oeuvres at Red Door No. 5. The rich history of this restored firehouse will be the unique backdrop for great networking and food prepared by Metropolitan Ministries Inside the Box Catering.


5:00 pm - New Strategies for IRAs and other Planned Giving Tools
6:15 pm - Cocktails and hors d'oeuvres at Red Door No. 5
7:30 pm - Evening Concludes


Donations of baby food (including formula, cereal, and jars) are welcome!


Guest Parking Information
Please park in guest parking for the Volunteer Engagement Center. This lot can be accessed via E Ross Avenue between N Florida Avenue and N Tampa Street.



Thursday, October 20, 2022
5:00 PM - 7:30 PM Eastern Time

Location

Metropolitan Ministries
2002 N Florida Ave
Tampa   FL   33602
 




Speaker Profiles

 


Bryan Clontz, PhD, CFP®, AEP, CAP
Charitable Gift Solutnions, LLC

Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®, is the President and Founder of Charitable Solutions, LLC. Bryan is a charitable gift planning expert, author, public speaker and consultant specializing in non-cash asset liquidation, risk management and virtual currency.




Event ID  278