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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

Early Bird Registration begins at $67.50

Our 2022 Sponsors

Wix Website Banner (1).png

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?

pexels-karolina-grabowska-4207892.jpg
docusign-7RWBSYA9Rro-unsplash.jpg
Wix Website Banner (1).png

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?

pexels-karolina-grabowska-4207892.jpg
docusign-7RWBSYA9Rro-unsplash.jpg
Wix Website Banner (1).png

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?

pexels-karolina-grabowska-4207892.jpg
docusign-7RWBSYA9Rro-unsplash.jpg

If you are interested in sponsoring this year's conference, please contact us below for more information. 

Contact us
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