Please join The Dallas Foundation for the 18th Annual Charitable Planning SeminarRegister Now
Friday, January 30, 2015
2101 Ross Avenue, Dallas, Texas 75201
Complimentary self-parkingAdvanced Charitable Brainteasers: Common Problems and Uncommon Solutions
Featuring Bryan Clontz, CFP, CAPRegister Now
Registration Fee: $75
Registration Deadline: January 23, 2015
As more clients seek tax-effective ways to manage and distribute their wealth, it's increasingly important to offer charitable planning recommendations that match their individual needs. In this highly interactive session, Bryan Clontz will present six distinct case studies that include complex charitable planning dilemmas and solutions. He'll present a cross-disciplinary approach touching on legal, tax, investment and financial planning techniques unique to each charitable case. Bryan will offer charitable solutions that you can readily employ with your clients to better serve their unique and diverse interests.
Continuing Education: Certification is pending for 2 hours of continued education credit from the Certified Financial Planner Board of Standards (CFP), Institute of Certified Bankers (ICB), State Bar of Texas (MCLE), and the Texas Department of Insurance (CE). The course level is basic to intermediate and no prerequisites are required. A certificate will be provided to assist those who complete the course in meeting the reporting requirements. We are registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the board as to the quality of our CPE program.