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The Great Wealth Transfer
Serving Clients Well
Conference Sessions
Charity, Exit & Succession
Asset-Based Giving, Tax planning & Relational implications
Women & Wealth
Statistics, Legacy, Influence
& Heart Matters
Markets & Economy
Observations & Predictions
(Bob Doll - Crossmark Global)
SAVE THE DATE
Wed. November 8th, 2023
7:30AM - 11:45AM
Armature Works
1910 N Ola Ave. Tampa, FL 33602
Our 2022 Sponsors
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Website Sponsor Slideshow (4)
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Wed, November 9, 2022
7:30 am - 11:45 am
Palma Ceia Golf & Country Club
1601 S MacDill Ave, Tampa, FL 33629
Our goal is to inspire and educate financial professionals in the Tampa Bay area to champion the cause of generosity and philanthropy by serving their clients using advanced charitable planning techniques and timeless wisdom.
Join us this year as we explore the charitable exit strategies that can benefit both your clients and you!
Attendees are eligible to receive up to 3 hours
of CE credit (CFP, CLE, CPE)
What is Plan to Give?
Wed, November 9, 2022
7:30 am - 11:45 am
Palma Ceia Golf & Country Club
1601 S MacDill Ave, Tampa, FL 33629
Our goal is to inspire and educate financial professionals in the Tampa Bay area to champion the cause of generosity and philanthropy by serving their clients using advanced charitable planning techniques and timeless wisdom.
Join us this year as we explore the charitable exit strategies that can benefit both your clients and you!
Attendees are eligible to receive up to 3 hours
of CE credit (CFP, CLE, CPE)
What is Plan to Give?
Wed, November 9, 2022
7:30 am - 11:45 am
Palma Ceia Golf & Country Club
1601 S MacDill Ave, Tampa, FL 33629
Our goal is to inspire and educate financial professionals in the Tampa Bay area to champion the cause of generosity and philanthropy by serving their clients using advanced charitable planning techniques and timeless wisdom.
Join us this year as we explore the charitable exit strategies that can benefit both your clients and you!
Attendees are eligible to receive up to 3 hours
of CE credit (CFP, CLE, CPE)
What is Plan to Give?
If you are interested in sponsoring this year's conference, please contact us below for more information.
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