Charitable Exit Strategies for Business Owners
including investment advisory firm owners
SAVE THE DATE
The conference will also feature a panel of FAs, business owners, and attorneys, who will discuss their experiences with charitable exit strategies.
WED. NOV 9 | 7:30 am - 11:30 am
10 years of inspiring charitable giving strategies in
Tampa Bay's financial professionals.
Chief Investment Officer
Crossmark Global Investments
EVP, Offerings & Marketing
National Christian Foundation
Speakers include Bob Doll from Crossmark Global Investments &
Jeanne McMains from the National Christian Foundation.
3 credits of CE
(CFP, CLE, CPE) Available
Registration opening soon
beginning at $75
Palma Ceia Golf and Country Club
1601 S MacDill Ave, Tampa, FL 33629
1901 Ulmerton Rd. STE 400
Clearwater, FL 33762
Tel: 813-567-1499
Fax: 813-567-1504
visit our website at ncfgiving.com/tampabay