7th Annual

Estate Planning and Charitable Giving

Plan to Give is NCF Tampa Bay's premier annual event designed to educate and inspire attorneys, CPAs, financial professionals,

and their clients around giving.

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Attendees are eligible to receive up to three hours of CE credit.

November 7, 2019

Armature Works

1910 N Ola Ave, Tampa, FL 33602

7:30 am - 11:45 am

**This is NOT a fundraiser

SPEAKERS

Testimonials

Relevant. Unique. Inspiring. Powerful.

"This conference offers very relevant and new ideas on how to make an impact in client’s lives. 

The variety of education is top notch and blended in a way that one leaves inspired and encouraged. 

This is a great way to  learn concepts that are not merely academic, but powerful."

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- B. Don Snyder, MBA, CFP, CKA

"I have attended many conferences focused on tax and philanthropy, but the Plan To Give Conference is amongst the best. Having a group of like minded professionals who are at the top of their industry to network with and speakers who bring a faith based focus, makes this conference truly unique. Concepts taught and discussed at this conference have implications far beyond the daily workplace and have not only made me a better advisor, they've made me a better person, father and husband."

- Jay DeGeare,  Principal, Senior Investment Advisor, Bernstein

“Inspiring speakers.  The presentations and accompanying materials provide a wealth of ideas to share with clients who want to super-charge their gifting.”

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-Vitauts M. ("Vit") Gulbis, Board Certified in Tax Law, Johnson Pope

Sponsors