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.

FEATURING:

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.

Registration Details   

Early Bird Discounted Rates begin at $67.50 - available for a limited time only, until August 31st! 

• 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 Tuesday, 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 Bela Souza at Bsouza@ncfgiving.com or 813-567-1499.