Charitable Exit Strategies for Business Owners
including investment advisory firm owners


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

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