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EXPLORING CHARITABLE EXIT STRATEGIES

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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

Registration begins at $75

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Website Sponsor Slideshow (4)
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?

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