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Top 5 Trends Every Advisor Should Know in 2018

When:
May 15, 2018 @ 4:00 pm
2018-05-15T16:00:00-05:00
2018-05-15T16:15:00-05:00
Where:
Butte des Morts Country Club
3600 W Prospect Ave
Appleton, WI 54914
USA
Cost:
Free
Contact:
Community Foundation for the Fox Valley Region
920-830-1290
Top 5 Trends Every Advisor Should Know in 2018 @ Butte des Morts Country Club | Appleton | Wisconsin | United States

Bryan Clontz, President of Charitable Solutions, says the charitable planning landscape has changed completely. What are the hot vehicles and assets right now? How will demographics change charitable planning? What kind of grade should advisors get in working with clients on charitable plans? How will Donor Advised Funds and IRA gifts be optimally used post-tax act? This is just a sampling of the provocative topics Bryan will cover.

May 15 – 4:00 Register | 4:15 program | 5:15 networking
Butte des Morts Country Club
3600 W. Prospect Avenue, Appleton
Free program * 1 CLE credit available

 

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