2024 Plan to Give Conference

Plan to Give Conference 2024

Giving Unplugged: Navigating Charitable Planning 

Hosted by the National Christian Foundation Tampa Bay

Join us for the 12th Annual Plan to Give Conference and receive CE credit while hearing from experts in estate planning, charitable giving, and asset management.

FEATURING:

Bob Doll, CEO & Chief Investment Officer - Crossmark Global Investments

Jeff Waldron,  J.D., LL.M, Gift Planning Attorney - National Christian Foundation 

Local Expert Panelists: Byron Smith, CPA - RSM, John Mosher, CFP® - Unique Wealth, & Jeff Waldron, J.D., LL.M, NCF  

We are meeting in The Gabriel Ballroom.

What is Included: The conference includes a breakfast buffet, conference materials, and up to 3 hours of CE credit.

Registration Details   

• General Registration is $75 per person through October 31st. 

• Late registrations are $100 per person and will be accepted from November 1st until the event date at the door. 

• Groups can purchase group tickets until Thursday, October 31st. Please note the attendees' names when prompted during the registration process.

If you have any questions or concerns, please get in touch with Grace Valenti at gvalenti@ncfgiving.com or 813-567-1499.