11th Annual Plan to Give Conference
The Great Wealth Transfer: Serving Clients Well
Hosted by the National Christian Foundation Tampa Bay
Join us for the 11th Annual Plan to Give Conference and receive CE credit while hearing from experts in the fields of estate planning, charitable giving, and asset management.
Bob Doll, Chief Investment Officer - Crossmark Global Investments
Jeffrey Wallace, Senior Vice President Relationship Manager/CFO Chicago - National Christian Foundation Chicago
Valerie Hogan, J.D., CFP® Co-Managing Partner - National Christian Foundation Chicago
We are meeting in The Gathering room on the ground floor.
What is Included: The conference includes a breakfast buffet, conference materials, and up to 3 hours of CE credit.
Early Bird Discounted Rates begin at $67.50 - available for a limited time only, until August 31st!
If you have any questions or concerns, please get in touch with Bela Souza at Bsouza@ncfgiving.com or 813-567-1499.