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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

This year's conference will include projections on upcoming investment and economic trends; teaching on strategies to exit and succeed from a business or advisory firm; and in-depth analysis from financial professionals who've accomplished these exits with their clients. This is not a conference you'll want to miss!

Attendees are eligible to receive up to 3 hours of CE credit (CFP, CLE, CPE, & more!)

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Thank you to our 2021 Sponsors! Click here to view  sponsorship options  for 2022's conference

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