Plan to Give 2023
Plan to Give 2023 focuses on the great wealth transfer and its charitable implications for women and families managing businesses and substantial wealth. It aims to empower financial, tax, and legal professionals to address the unique needs of their clients. Technical considerations and details will be addressed, along with matters of the heart and family dynamics. The goal is to prepare advisory teams to serve their clients well.
Investment, tax, legal, and planning aspects for exit, succession, and wealth transfer
Charitable and asset-based giving strategies
Relational, family, and legacy considerations
Experiences and insights shared from the perspective of women
Economy and markets – observations and predictions
Network with industry peers, community leaders, and centers of influence.
Register early and don’t miss this year’s Plan to Give!
Attendees are eligible to receive up to 3 hours of CE credit (CFP, CLE, CPE, & CKA!)
Wed. November 8, 2023
7:30AM - 11:45AM
1910 N Ola Ave. Tampa, FL 33602
Individual Ticket - $75
Group of 5 Tickets- $325
Group of 10 Tickets- $625
Who Should Attend?
Investment, Tax, Legal, CEPA, and M&A Professionals
Influential Women, Business Owners, and Leaders
Non-Profit & Community Leaders
Vision and Purpose
Plan to Give is hosted by the National Christian Foundation Tampa Bay and brought to you by our generous sponsors with the hope 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.
We do this by sharing knowledge of the most innovative charitable giving strategies so our attendees are prepared to offer the best solutions for their clients' needs.
Attendees are eligible to receive up to 3 hours of CE credit! (CFP, CLE, CPE & CKA)
Additionally, your attendance at Plan to Give offers you the ability to gain wisdom from nationally renowned speakers, expanding your knowledge and understanding of innovative, charitable planning techniques. You can also benefit by learning techniques to incorporate philanthropy into your clients' financial strategies, gain access to NCF's resources and expertise, and connect with other like-minded financial professionals.
Join us this year as we explore how to serve your clients well with all of their financial and charitable needs.
Please contact us if you have any questions.
1901 Ulmerton Rd. STE 400
Clearwater, FL 33762
visit our website at ncfgiving.com/tampabay